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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 | $12,273 | $209,428-94.1% | $178,498-93.1% | $158,950-92.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.99% | 188.78%-179.8pp | 151.09%-142.1pp | 302.91%-293.9pp |
| Employer contribution / active EE | $1,796 | $5,707-68.5% | $5,011-64.2% | $4,762-62.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $220 | $17,077-98.7% | $13,985-98.4% | $11,248-98.0% |