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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 | $21,675 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 22.77% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $3,961 | $5,256-24.6% | $4,696-15.6% | $4,876-18.8% |
| Participant deferral / active EE | $8,138 | $6,631+22.7% | $6,247+30.3% | $5,439+49.6% |
| Admin fee / account holder | $132 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |