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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 | $15,546 | $180,466-91.4% | $154,114-89.9% | $135,382-88.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.30% | 888.15%-890.5pp | 735.16%-737.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $6,006 | $6,035-0.5% | $5,298+13.4% | $4,779+25.7% |
| Participant deferral / active EE | $5,430 | $5,806-6.5% | $5,081+6.9% | $5,609-3.2% |
| Admin fee / account holder | $68 | $16,144-99.6% | $13,411-99.5% | $10,829-99.4% |