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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 | $10,136 | $209,422-95.2% | $178,503-94.3% | $158,982-93.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 36.59% | 188.81%-152.2pp | 151.12%-114.5pp | 302.99%-266.4pp |
| Employer contribution / active EE | $2,336 | $5,707-59.1% | $5,011-53.4% | $4,763-50.9% |
| Participant deferral / active EE | $6,689 | $5,955+12.3% | $5,202+28.6% | $5,983+11.8% |
| Admin fee / account holder | $3 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |