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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 | $18,197 | $209,422-91.3% | $178,503-89.8% | $158,982-88.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.58% | 188.81%-166.2pp | 151.12%-128.5pp | 302.99%-280.4pp |
| Employer contribution / active EE | $7,631 | $5,707+33.7% | $5,011+52.3% | $4,763+60.2% |
| Participant deferral / active EE | $3,811 | $5,955-36.0% | $5,202-26.7% | $5,983-36.3% |
| Admin fee / account holder | $29 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |