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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 | $13,632 | $148,582-90.8% | $135,942-90.0% | $139,456-90.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.54% | 79.26%-57.7pp | 68.28%-46.7pp | 373.45%-351.9pp |
| Employer contribution / active EE | $8,109 | $5,245+54.6% | $4,858+66.9% | $4,753+70.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $123 | $12,402-99.0% | $10,764-98.9% | $11,407-98.9% |