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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 | $10,408 | $209,425-95.0% | $178,499-94.2% | $158,966-93.5% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 511.10% | 188.80%+322.3pp | 151.10%+360.0pp | 302.95%+208.2pp |
| Employer contribution / active EE | $6,823 | $5,707+19.5% | $5,011+36.1% | $4,762+43.3% |
| Participant deferral / active EE | $2,019 | $5,955-66.1% | $5,202-61.2% | $5,983-66.3% |
| Admin fee / account holder | $14 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |