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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 | $14,014 | $209,422-93.3% | $178,503-92.1% | $158,982-91.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.14% | 188.81%-171.7pp | 151.12%-134.0pp | 302.99%-285.8pp |
| Employer contribution / active EE | $2,457 | $5,707-56.9% | $5,011-51.0% | $4,763-48.4% |
| Participant deferral / active EE | $4,219 | $5,955-29.2% | $5,202-18.9% | $5,983-29.5% |
| Admin fee / account holder | $68 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |