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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 | $12,431 | $159,934-92.2% | $147,005-91.5% | $145,959-91.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 98.24%-83.2pp | 418.76%-403.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,355 | $5,287-55.5% | $4,934-52.3% | $4,661-49.5% |
| Participant deferral / active EE | $5,047 | $8,427-40.1% | $8,070-37.5% | $6,689-24.5% |
| Admin fee / account holder | $150 | $15,053-99.0% | $13,006-98.8% | $13,398-98.9% |