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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 | $13,358 | $166,268-92.0% | $165,100-91.9% | $145,897-90.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 9.83% | 100.52%-90.7pp | 70.21%-60.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,538 | $6,964-63.6% | $6,035-57.9% | $6,689-62.1% |
| Admin fee / account holder | $253 | $16,659-98.5% | $12,696-98.0% | $13,390-98.1% |