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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 | $16,555 | $157,296-89.5% | $141,191-88.3% | $152,897-89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.94% | 64.34%-49.4pp | 71.41%-56.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $5,111 | $5,262-2.9% | $4,736+7.9% | $4,764+7.3% |
| Participant deferral / active EE | $4,834 | $7,111-32.0% | $6,710-28.0% | $5,851-17.4% |
| Admin fee / account holder | $36 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |