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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 | $20,438 | $202,342-89.9% | $172,752-88.2% | $152,897-86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.05% | 1029.83%-1008.8pp | 802.97%-781.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $6,616 | $5,858+12.9% | $5,144+28.6% | $4,764+38.9% |
| Participant deferral / active EE | $5,281 | $5,948-11.2% | $5,198+1.6% | $5,851-9.7% |
| Admin fee / account holder | $246 | $17,111-98.6% | $13,955-98.2% | $11,599-97.9% |