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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 | $13,003 | $175,231-92.6% | $149,696-91.3% | $139,466-90.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 161.57% | 166.77%-5.2pp | 134.46%+27.1pp | 373.66%-212.1pp |
| Employer contribution / active EE | $5,728 | $5,478+4.6% | $4,821+18.8% | $4,754+20.5% |
| Participant deferral / active EE | $4,824 | $6,521-26.0% | $5,682-15.1% | $6,712-28.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |