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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 | $30,779 | $202,342-84.8% | $172,753-82.2% | $152,909-79.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.43% | 1029.88%-1014.4pp | 803.00%-787.6pp | 345.46%-330.0pp |
| Employer contribution / active EE | $7,502 | $5,857+28.1% | $5,144+45.8% | $4,764+57.5% |
| Participant deferral / active EE | $6,376 | $5,948+7.2% | $5,198+22.7% | $5,851+9.0% |
| Admin fee / account holder | $9 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |