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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 | $15,497 | $202,342-92.3% | $172,753-91.0% | $152,909-89.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.77% | 1029.88%-1010.1pp | 803.00%-783.2pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,304 | $5,857-77.7% | $5,144-74.7% | $4,764-72.6% |
| Participant deferral / active EE | $6,667 | $5,948+12.1% | $5,198+28.3% | $5,851+13.9% |
| Admin fee / account holder | $4 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |