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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 | $24,612 | $183,988-86.6% | $162,177-84.8% | $152,897-83.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.35% | 150.79%-133.4pp | 115.60%-98.3pp | 345.43%-328.1pp |
| Employer contribution / active EE | $3,106 | $6,370-51.2% | $5,613-44.7% | $4,764-34.8% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |