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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 | $14,828 | $175,231-91.5% | $149,696-90.1% | $139,466-89.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 36.30% | 166.77%-130.5pp | 134.46%-98.2pp | 373.66%-337.4pp |
| Employer contribution / active EE | $2,867 | $5,478-47.7% | $4,821-40.5% | $4,754-39.7% |
| Participant deferral / active EE | $6,496 | $6,521-0.4% | $5,682+14.3% | $6,712-3.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |