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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 | $12,149 | $160,028-92.4% | $147,080-91.7% | $145,884-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.21% | 98.60%-79.4pp | 420.17%-401.0pp | 551.85%-532.6pp |
| Employer contribution / active EE | $3,856 | $5,286-27.0% | $4,933-21.8% | $4,662-17.3% |
| Participant deferral / active EE | $5,621 | $8,422-33.3% | $8,066-30.3% | $6,690-16.0% |
| Admin fee / account holder | $19 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |