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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 | $22,455 | $150,445-85.1% | $136,297-83.5% | $147,585-84.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.00% | 1049.14%-1031.1pp | 5156.16%-5138.2pp | 578.57%-560.6pp |
| Employer contribution / active EE | $6,155 | $5,256+17.1% | $4,696+31.1% | $4,876+26.2% |
| Participant deferral / active EE | $9,968 | $6,631+50.3% | $6,247+59.6% | $5,439+83.3% |
| Admin fee / account holder | $112 | $10,906-99.0% | $9,244-98.8% | $10,885-99.0% |