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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 | $16,944 | $144,130-88.2% | $117,861-85.6% | $147,586-88.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.89% | 531.20%-512.3pp | 335.11%-316.2pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,701 | $4,897-65.3% | $3,786-55.1% | $4,876-65.1% |
| Participant deferral / active EE | $6,068 | $5,316+14.1% | $4,482+35.4% | $5,439+11.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |