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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 | $26,548 | $209,422-87.3% | $178,503-85.1% | $158,982-83.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.42% | 188.81%-163.4pp | 151.12%-125.7pp | 302.99%-277.6pp |
| Employer contribution / active EE | $8,614 | $5,707+50.9% | $5,011+71.9% | $4,763+80.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $149 | $17,079-99.1% | $13,987-98.9% | $11,252-98.7% |