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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 | $10,769 | $209,422-94.9% | $178,503-94.0% | $158,982-93.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.72% | 188.81%-151.1pp | 151.12%-113.4pp | 302.99%-265.3pp |
| Employer contribution / active EE | $2,185 | $5,707-61.7% | $5,011-56.4% | $4,763-54.1% |
| Participant deferral / active EE | $3,654 | $5,955-38.6% | $5,202-29.8% | $5,983-38.9% |
| Admin fee / account holder | $169 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |