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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 | $15,982 | $183,539-91.3% | $155,556-89.7% | $145,897-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.96% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,809 | $5,315-66.0% | $4,675-61.3% | $4,663-61.2% |
| Participant deferral / active EE | $3,371 | $6,467-47.9% | $5,631-40.1% | $6,689-49.6% |
| Admin fee / account holder | $264 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |