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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 | $15,315 | $183,592-91.7% | $155,574-90.2% | $145,877-89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 295.45% | 61.37%+234.1pp | 64.87%+230.6pp | 551.28%-255.8pp |
| Employer contribution / active EE | $4,708 | $5,317-11.4% | $4,676+0.7% | $4,663+1.0% |
| Participant deferral / active EE | $3,811 | $6,466-41.1% | $5,629-32.3% | $6,691-43.0% |
| Admin fee / account holder | $30 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |