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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 | $23,317 | $209,425-88.9% | $178,499-86.9% | $158,966-85.3% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 69.35% | 188.80%-119.4pp | 151.10%-81.8pp | 302.95%-233.6pp |
| Employer contribution / active EE | $6,363 | $5,707+11.5% | $5,011+27.0% | $4,762+33.6% |
| Participant deferral / active EE | $6,103 | $5,955+2.5% | $5,202+17.3% | $5,983+2.0% |
| Admin fee / account holder | $40 | $17,078-99.8% | $13,986-99.7% | $11,250-99.6% |