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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 | $15,862 | $202,342-92.2% | $172,752-90.8% | $152,897-89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 45.84% | 1029.83%-984.0pp | 802.97%-757.1pp | 345.43%-299.6pp |
| Employer contribution / active EE | $3,846 | $5,858-34.3% | $5,144-25.2% | $4,764-19.3% |
| Participant deferral / active EE | $7,277 | $5,948+22.3% | $5,198+40.0% | $5,851+24.4% |
| Admin fee / account holder | $41 | $17,111-99.8% | $13,955-99.7% | $11,599-99.6% |