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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 | $176,120-95.5% | $159,487-95.0% | $167,553-95.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.85% | 331.95%-318.1pp | 263.71%-249.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,515 | $7,752-41.8% | $7,354-38.6% | $6,343-28.8% |
| Admin fee / account holder | $111 | $12,561-99.1% | $10,804-99.0% | $12,316-99.1% |