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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 | $30,605 | $197,603-84.5% | $177,827-82.8% | $158,950-80.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 73.86% | 58.76%+15.1pp | 48.32%+25.5pp | 302.91%-229.1pp |
| Employer contribution / active EE | $5,824 | $6,698-13.0% | $5,918-1.6% | $4,762+22.3% |
| Participant deferral / active EE | $5,824 | $8,404-30.7% | $7,713-24.5% | $5,983-2.7% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |