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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 | $11,188 | $183,627-93.9% | $155,602-92.8% | $145,978-92.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 43.48% | 61.32%-17.8pp | 64.81%-21.3pp | 550.52%-507.0pp |
| Employer contribution / active EE | $2,155 | $5,316-59.5% | $4,675-53.9% | $4,662-53.8% |
| Participant deferral / active EE | $2,620 | $6,466-59.5% | $5,629-53.5% | $6,690-60.8% |
| Admin fee / account holder | $13 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |