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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 | $11,949 | $181,896-93.4% | $156,551-92.4% | $273,972-95.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 81.20% | 30.74%+50.5pp | 32.23%+49.0pp | 41.46%+39.7pp |
| Employer contribution / active EE | $2,441 | $6,248-60.9% | $5,501-55.6% | $4,869-49.9% |
| Participant deferral / active EE | $7,284 | $5,550+31.2% | $4,871+49.5% | $5,287+37.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |