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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 | $12,176 | $203,483-94.0% | $152,473-92.0% | $167,536-92.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 46.21% | 13.80%+32.4pp | 757.59%-711.4pp | 478.82%-432.6pp |
| Employer contribution / active EE | $3,974 | $5,219-23.9% | $4,326-8.1% | $4,839-17.9% |
| Participant deferral / active EE | $6,673 | $6,711-0.6% | $5,817+14.7% | $6,342+5.2% |
| Admin fee / account holder | $8 | $22,521-100.0% | $15,811-99.9% | $12,315-99.9% |