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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 | $27,191 | $209,422-87.0% | $178,503-84.8% | $158,982-82.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.38% | 188.81%-150.4pp | 151.12%-112.7pp | 302.99%-264.6pp |
| Employer contribution / active EE | $3,372 | $5,707-40.9% | $5,011-32.7% | $4,763-29.2% |
| Participant deferral / active EE | $9,100 | $5,955+52.8% | $5,202+74.9% | $5,983+52.1% |
| Admin fee / account holder | $56 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |