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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 | $11,247 | $148,623-92.4% | $135,974-91.7% | $139,466-91.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 147.26% | 79.30%+68.0pp | 68.30%+79.0pp | 373.66%-226.4pp |
| Employer contribution / active EE | $3,015 | $5,246-42.5% | $4,859-38.0% | $4,754-36.6% |
| Participant deferral / active EE | $3,424 | $8,103-57.7% | $7,760-55.9% | $6,712-49.0% |
| Admin fee / account holder | $9 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |