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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 | $359 | $203,436-99.8% | $152,466-99.8% | $167,518-99.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 15.75% | 13.80%+2.0pp | 757.33%-741.6pp | 478.71%-463.0pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,312-100.0% |