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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 | $17,034 | $175,231-90.3% | $149,696-88.6% | $139,466-87.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.29% | 166.77%-135.5pp | 134.46%-103.2pp | 373.66%-342.4pp |
| Employer contribution / active EE | $4,483 | $5,478-18.2% | $4,821-7.0% | $4,754-5.7% |
| Participant deferral / active EE | $18,729 | $6,521+187.2% | $5,682+229.6% | $6,712+179.0% |
| Admin fee / account holder | $159 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |