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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 | $13,821 | $183,592-92.5% | $155,574-91.1% | $145,877-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 65.36% | 61.37%+4.0pp | 64.87%+0.5pp | 551.28%-485.9pp |
| Employer contribution / active EE | $3,155 | $5,317-40.7% | $4,676-32.5% | $4,663-32.3% |
| Participant deferral / active EE | $8,457 | $6,466+30.8% | $5,629+50.2% | $6,691+26.4% |
| Admin fee / account holder | $51 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |