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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 | $12,290 | $198,470-93.8% | $170,444-92.8% | $147,585-91.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.80% | 257.30%-245.5pp | 205.94%-194.1pp | 578.56%-566.8pp |
| Employer contribution / active EE | $5,443 | $6,184-12.0% | $5,433+0.2% | $4,876+11.6% |
| Participant deferral / active EE | $4,495 | $5,629-20.1% | $4,939-9.0% | $5,439-17.3% |
| Admin fee / account holder | $220 | $16,852-98.7% | $13,881-98.4% | $10,885-98.0% |