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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 | $15,631 | $198,457-92.1% | $170,435-90.8% | $147,586-89.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.76% | 257.30%-242.5pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,697 | $6,183-7.9% | $5,432+4.9% | $4,876+16.8% |
| Participant deferral / active EE | $5,172 | $5,629-8.1% | $4,939+4.7% | $5,439-4.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |