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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 | $8,012 | $176,071-95.4% | $159,450-95.0% | $167,497-95.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.85% | 331.79%-317.9pp | 263.60%-249.7pp | 478.62%-464.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,515 | $7,750-41.7% | $7,352-38.6% | $6,341-28.8% |
| Admin fee / account holder | $111 | $12,555-99.1% | $10,800-99.0% | $12,310-99.1% |