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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 | $24,960 | $289,211-91.4% | $260,467-90.4% | $198,609-87.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 27.16% | 112.90%-85.7pp | 100.60%-73.4pp | 202.70%-175.5pp |
| Employer contribution / active EE | $4,534 | $4,663-2.8% | $4,239+7.0% | $5,055-10.3% |
| Participant deferral / active EE | $4,534 | $6,812-33.4% | $6,319-28.3% | $6,977-35.0% |
| Admin fee / account holder | $111 | $16,236-99.3% | $15,461-99.3% | $19,030-99.4% |