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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 | $20,178 | $217,432-90.7% | $185,849-89.1% | $167,536-88.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.26% | 148.42%-116.2pp | 122.10%-89.8pp | 478.82%-446.6pp |
| Employer contribution / active EE | $5,622 | $5,875-4.3% | $5,169+8.8% | $4,839+16.2% |
| Participant deferral / active EE | $5,995 | $6,357-5.7% | $5,569+7.6% | $6,342-5.5% |
| Admin fee / account holder | $4 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |