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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 | $15,329 | $202,326-92.4% | $172,745-91.1% | $152,870-90.0% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 23.82% | 1029.72%-1005.9pp | 802.90%-779.1pp | 345.34%-321.5pp |
| Employer contribution / active EE | $3,820 | $5,858-34.8% | $5,144-25.7% | $4,763-19.8% |
| Participant deferral / active EE | $2,644 | $5,948-55.5% | $5,197-49.1% | $5,850-54.8% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |