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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 | $25,336 | $202,342-87.5% | $172,752-85.3% | $152,897-83.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 31.88% | 1029.83%-997.9pp | 802.97%-771.1pp | 345.43%-313.5pp |
| Employer contribution / active EE | $6,422 | $5,858+9.6% | $5,144+24.8% | $4,764+34.8% |
| Participant deferral / active EE | $4,223 | $5,948-29.0% | $5,198-18.8% | $5,851-27.8% |
| Admin fee / account holder | $115 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |