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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 | $18,549 | $202,342-90.8% | $172,753-89.3% | $152,909-87.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.06% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $9,185 | $5,857+56.8% | $5,144+78.6% | $4,764+92.8% |
| Participant deferral / active EE | $4,294 | $5,948-27.8% | $5,198-17.4% | $5,851-26.6% |
| Admin fee / account holder | $200 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |