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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 | $22,904 | $167,522-86.3% | $151,639-84.9% | $134,532-83.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 68.11% | 7.81%+60.3pp | 3.34%+64.8pp | 418.27%-350.2pp |
| Employer contribution / active EE | $10,002 | $6,828+46.5% | $6,165+62.2% | $4,741+111.0% |
| Participant deferral / active EE | $10,860 | $8,986+20.9% | $8,363+29.8% | $6,401+69.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |