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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 | $12,558 | $160,040-92.2% | $147,096-91.5% | $145,877-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.52% | 98.49%-82.0pp | 419.75%-403.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $3,492 | $5,289-34.0% | $4,936-29.3% | $4,663-25.1% |
| Participant deferral / active EE | $5,753 | $8,429-31.7% | $8,071-28.7% | $6,691-14.0% |
| Admin fee / account holder | $24 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |