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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 | $8,601 | $202,342-95.7% | $172,752-95.0% | $152,897-94.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 40.98% | 1029.83%-988.9pp | 802.97%-762.0pp | 345.43%-304.5pp |
| Employer contribution / active EE | $1,752 | $5,858-70.1% | $5,144-65.9% | $4,764-63.2% |
| Participant deferral / active EE | $4,513 | $5,948-24.1% | $5,198-13.2% | $5,851-22.9% |
| Admin fee / account holder | $64 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |