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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 | $14,853 | $159,978-90.7% | $147,041-89.9% | $145,978-89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.60% | 98.36%-79.8pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,357 | $5,288-55.4% | $4,935-52.2% | $4,662-49.4% |
| Participant deferral / active EE | $3,503 | $8,429-58.4% | $8,071-56.6% | $6,690-47.6% |
| Admin fee / account holder | $101 | $15,053-99.3% | $13,006-99.2% | $13,400-99.2% |