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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 | $11,589 | $185,312-93.7% | $161,489-92.8% | $154,746-92.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 58.30% | 103.84%-45.5pp | 89.72%-31.4pp | 172.34%-114.0pp |
| Employer contribution / active EE | $2,000 | $4,769-58.1% | $4,268-53.1% | $4,379-54.3% |
| Participant deferral / active EE | $2,960 | $6,350-53.4% | $5,630-47.4% | $6,730-56.0% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |