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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 | $16,949 | $209,422-91.9% | $178,503-90.5% | $158,982-89.3% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 28.46% | 188.81%-160.4pp | 151.12%-122.7pp | 302.99%-274.5pp |
| Employer contribution / active EE | $3,125 | $5,707-45.3% | $5,011-37.6% | $4,763-34.4% |
| Participant deferral / active EE | $4,266 | $5,955-28.4% | $5,202-18.0% | $5,983-28.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |