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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 | $22,792 | $217,427-89.5% | $185,837-87.7% | $167,518-86.4% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 22.81% | 148.39%-125.6pp | 122.08%-99.3pp | 478.71%-455.9pp |
| Employer contribution / active EE | $2,791 | $5,874-52.5% | $5,168-46.0% | $4,838-42.3% |
| Participant deferral / active EE | $7,642 | $6,357+20.2% | $5,568+37.2% | $6,342+20.5% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |