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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 | $11,961 | $148,623-92.0% | $135,974-91.2% | $139,466-91.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.55% | 79.30%-50.7pp | 68.30%-39.8pp | 373.66%-345.1pp |
| Employer contribution / active EE | $2,253 | $5,246-57.1% | $4,859-53.6% | $4,754-52.6% |
| Participant deferral / active EE | $4,577 | $8,103-43.5% | $7,760-41.0% | $6,712-31.8% |
| Admin fee / account holder | $121 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |