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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 | $20,311 | $202,342-90.0% | $172,752-88.2% | $152,897-86.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.39% | 1029.83%-1012.4pp | 802.97%-785.6pp | 345.43%-328.0pp |
| Employer contribution / active EE | $8,207 | $5,858+40.1% | $5,144+59.5% | $4,764+72.3% |
| Participant deferral / active EE | $9,081 | $5,948+52.7% | $5,198+74.7% | $5,851+55.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |