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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 | $16,404 | $175,231-90.6% | $149,696-89.0% | $139,466-88.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.20% | 166.77%-120.6pp | 134.46%-88.3pp | 373.66%-327.5pp |
| Employer contribution / active EE | $4,905 | $5,478-10.5% | $4,821+1.7% | $4,754+3.2% |
| Participant deferral / active EE | $6,176 | $6,521-5.3% | $5,682+8.7% | $6,712-8.0% |
| Admin fee / account holder | $14 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |