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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 | $11,000 | $226,046-95.1% | $182,508-94.0% | $152,870-92.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 9.64% | 192.52%-182.9pp | 148.54%-138.9pp | 345.34%-335.7pp |
| Employer contribution / active EE | $3,681 | $4,977-26.0% | $4,075-9.7% | $4,763-22.7% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $96 | $10,704-99.1% | $8,592-98.9% | $11,597-99.2% |