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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 | $13,367 | $171,867-92.2% | $149,721-91.1% | $147,586-90.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.30% | 2113.36%-2088.1pp | 1501.67%-1476.4pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,534 | $6,275-75.5% | $5,444-71.8% | $4,876-68.5% |
| Participant deferral / active EE | $8,183 | $7,270+12.6% | $6,568+24.6% | $5,439+50.5% |
| Admin fee / account holder | $121 | $13,799-99.1% | $11,282-98.9% | $10,886-98.9% |