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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 | $16,622 | $162,821-89.8% | $133,978-87.6% | $158,982-89.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 40.29% | 41.95%-1.7pp | 45.10%-4.8pp | 302.99%-262.7pp |
| Employer contribution / active EE | $5,529 | $4,976+11.1% | $3,919+41.1% | $4,763+16.1% |
| Participant deferral / active EE | $8,253 | $5,910+39.6% | $5,047+63.5% | $5,983+37.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |