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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 | $19,032 | $157,276-87.9% | $141,177-86.5% | $152,885-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.63% | 64.33%-34.7pp | 71.40%-41.8pp | 345.39%-315.8pp |
| Employer contribution / active EE | $6,682 | $5,262+27.0% | $4,736+41.1% | $4,763+40.3% |
| Participant deferral / active EE | $7,125 | $7,110+0.2% | $6,710+6.2% | $5,851+21.8% |
| Admin fee / account holder | $72 | $12,123-99.4% | $10,263-99.3% | $11,598-99.4% |