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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 | $24,884 | $209,428-88.1% | $178,498-86.1% | $158,950-84.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.48% | 188.78%-166.3pp | 151.09%-128.6pp | 302.91%-280.4pp |
| Employer contribution / active EE | $9,465 | $5,707+65.8% | $5,011+88.9% | $4,762+98.8% |
| Participant deferral / active EE | $2,451 | $5,955-58.8% | $5,202-52.9% | $5,983-59.0% |
| Admin fee / account holder | $267 | $17,077-98.4% | $13,985-98.1% | $11,248-97.6% |