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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 | $15,347 | $183,516-91.6% | $155,534-90.1% | $145,884-89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.60% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $9,810 | $5,315+84.6% | $4,675+109.9% | $4,662+110.4% |
| Participant deferral / active EE | $6,419 | $6,467-0.7% | $5,630+14.0% | $6,690-4.1% |
| Admin fee / account holder | $274 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |