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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 | $18,558 | $198,457-90.6% | $170,435-89.1% | $147,586-87.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.26% | 257.30%-229.0pp | 205.94%-177.7pp | 578.59%-550.3pp |
| Employer contribution / active EE | $8,314 | $6,183+34.5% | $5,432+53.0% | $4,876+70.5% |
| Participant deferral / active EE | $3,252 | $5,629-42.2% | $4,939-34.2% | $5,439-40.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |