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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 | $26,044 | $209,428-87.6% | $178,498-85.4% | $158,950-83.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.32% | 188.78%-157.5pp | 151.09%-119.8pp | 302.91%-271.6pp |
| Employer contribution / active EE | $7,284 | $5,707+27.6% | $5,011+45.4% | $4,762+53.0% |
| Participant deferral / active EE | $5,688 | $5,955-4.5% | $5,202+9.3% | $5,983-4.9% |
| Admin fee / account holder | $153 | $17,077-99.1% | $13,985-98.9% | $11,248-98.6% |