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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 | $19,670 | $176,077-88.8% | $159,455-87.7% | $167,518-88.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.4pp |
| Employer contribution / active EE | $2,166 | $5,298-59.1% | $4,830-55.2% | $4,838-55.2% |
| Participant deferral / active EE | $5,074 | $7,751-34.5% | $7,353-31.0% | $6,342-20.0% |
| Admin fee / account holder | $17 | $12,556-99.9% | $10,800-99.8% | $12,312-99.9% |