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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 | $24,937 | $217,432-88.5% | $185,851-86.6% | $167,553-85.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.99% | 148.43%-131.4pp | 122.11%-105.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $5,778 | $5,874-1.6% | $5,168+11.8% | $4,840+19.4% |
| Participant deferral / active EE | $4,414 | $6,357-30.6% | $5,569-20.7% | $6,343-30.4% |
| Admin fee / account holder | $120 | $19,820-99.4% | $16,245-99.3% | $12,316-99.0% |