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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 | $9,369 | $202,430-95.4% | $169,369-94.5% | $139,427-93.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.90% | 531.86%-509.0pp | 405.70%-382.8pp | 373.27%-350.4pp |
| Employer contribution / active EE | $2,575 | $4,690-45.1% | $4,011-35.8% | $4,752-45.8% |
| Participant deferral / active EE | $2,283 | $6,938-67.1% | $6,221-63.3% | $6,711-66.0% |
| Admin fee / account holder | $126 | $10,716-98.8% | $9,009-98.6% | $11,404-98.9% |