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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 | $13,873 | $226,105-93.9% | $182,540-92.4% | $152,897-90.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.03% | 192.58%-177.5pp | 148.58%-133.5pp | 345.43%-330.4pp |
| Employer contribution / active EE | $1,090 | $4,978-78.1% | $4,076-73.3% | $4,764-77.1% |
| Participant deferral / active EE | $2,133 | $6,370-66.5% | $5,525-61.4% | $5,851-63.5% |
| Admin fee / account holder | $129 | $10,706-98.8% | $8,593-98.5% | $11,599-98.9% |