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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 | $10,076 | $160,028-93.7% | $147,080-93.1% | $145,884-93.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.65% | 98.60%-67.9pp | 420.17%-389.5pp | 551.85%-521.2pp |
| Employer contribution / active EE | $2,806 | $5,286-46.9% | $4,933-43.1% | $4,662-39.8% |
| Participant deferral / active EE | $3,041 | $8,422-63.9% | $8,066-62.3% | $6,690-54.5% |
| Admin fee / account holder | $114 | $15,030-99.2% | $12,989-99.1% | $13,392-99.1% |