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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 | $29,383 | $171,865-82.9% | $149,718-80.4% | $147,585-80.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.54% | 2113.29%-2097.7pp | 1501.67%-1486.1pp | 578.56%-563.0pp |
| Employer contribution / active EE | $1,352 | $6,275-78.5% | $5,445-75.2% | $4,876-72.3% |
| Participant deferral / active EE | $12,853 | $7,270+76.8% | $6,569+95.7% | $5,439+136.3% |
| Admin fee / account holder | $146 | $13,799-98.9% | $11,283-98.7% | $10,885-98.7% |