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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 | $24,963 | $202,342-87.7% | $172,753-85.5% | $152,909-83.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.05% | 1029.88%-1010.8pp | 803.00%-784.0pp | 345.46%-326.4pp |
| Employer contribution / active EE | $19,114 | $5,857+226.3% | $5,144+271.6% | $4,764+301.2% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |