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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 | $18,543 | $209,422-91.1% | $178,503-89.6% | $158,982-88.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 128.63% | 188.81%-60.2pp | 151.12%-22.5pp | 302.99%-174.4pp |
| Employer contribution / active EE | $1,853 | $5,707-67.5% | $5,011-63.0% | $4,763-61.1% |
| Participant deferral / active EE | $4,485 | $5,955-24.7% | $5,202-13.8% | $5,983-25.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |