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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 | $12,676 | $165,381-92.3% | $149,730-91.5% | $158,966-92.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 47.05% | 348.29%-301.2pp | 276.70%-229.7pp | 302.95%-255.9pp |
| Employer contribution / active EE | $2,321 | $5,104-54.5% | $4,645-50.0% | $4,762-51.3% |
| Participant deferral / active EE | $6,667 | $7,182-7.2% | $6,843-2.6% | $5,983+11.4% |
| Admin fee / account holder | $116 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |