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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,813 | $198,461-87.5% | $170,436-85.4% | $147,585-83.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.19% | 257.30%-238.1pp | 205.94%-186.7pp | 578.57%-559.4pp |
| Employer contribution / active EE | $2,959 | $6,184-52.1% | $5,433-45.5% | $4,876-39.3% |
| Participant deferral / active EE | $4,639 | $5,629-17.6% | $4,939-6.1% | $5,439-14.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |