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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 | $12,119 | $175,231-93.1% | $149,696-91.9% | $139,466-91.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 74.38% | 166.77%-92.4pp | 134.46%-60.1pp | 373.66%-299.3pp |
| Employer contribution / active EE | $3,396 | $5,478-38.0% | $4,821-29.6% | $4,754-28.6% |
| Participant deferral / active EE | $4,580 | $6,521-29.8% | $5,682-19.4% | $6,712-31.8% |
| Admin fee / account holder | $15 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |