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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 | $7,237 | $165,361-95.6% | $149,715-95.2% | $158,950-95.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 51.17% | 348.24%-297.1pp | 276.66%-225.5pp | 302.91%-251.7pp |
| Employer contribution / active EE | $996 | $5,103-80.5% | $4,645-78.5% | $4,762-79.1% |
| Participant deferral / active EE | $3,721 | $7,182-48.2% | $6,842-45.6% | $5,983-37.8% |
| Admin fee / account holder | $275 | $10,808-97.5% | $9,310-97.0% | $11,248-97.6% |