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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 | $17,054 | $201,370-91.5% | $184,256-90.7% | $145,897-88.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.80% | 29.05%-17.2pp | 28.85%-17.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,572 | $7,024-20.7% | $6,427-13.3% | $4,663+19.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |