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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 | $32,946 | $171,867-80.8% | $149,721-78.0% | $147,586-77.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.04% | 2113.36%-2088.3pp | 1501.67%-1476.6pp | 578.59%-553.6pp |
| Employer contribution / active EE | $5,500 | $6,275-12.3% | $5,444+1.0% | $4,876+12.8% |
| Participant deferral / active EE | $11,000 | $7,270+51.3% | $6,568+67.5% | $5,439+102.3% |
| Admin fee / account holder | $106 | $13,799-99.2% | $11,282-99.1% | $10,886-99.0% |