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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 | $14,692 | $148,629-90.1% | $135,982-89.2% | $139,487-89.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 96.11% | 79.33%+16.8pp | 68.32%+27.8pp | 373.84%-277.7pp |
| Employer contribution / active EE | $5,841 | $5,247+11.3% | $4,859+20.2% | $4,755+22.9% |
| Participant deferral / active EE | $2,890 | $8,102-64.3% | $7,760-62.8% | $6,713-57.0% |
| Admin fee / account holder | $163 | $12,406-98.7% | $10,767-98.5% | $11,407-98.6% |