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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 | $12,116 | $134,817-91.0% | $123,973-90.2% | $155,188-92.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 31.18% | 515.49%-484.3pp | 388.13%-356.9pp | 148.84%-117.7pp |
| Employer contribution / active EE | $1,714 | $4,425-61.3% | $4,126-58.5% | $4,248-59.6% |
| Participant deferral / active EE | $6,208 | $5,706+8.8% | $5,247+18.3% | $6,531-5.0% |
| Admin fee / account holder | $14 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |