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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 | $12,756 | $159,978-92.0% | $147,041-91.3% | $145,978-91.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.76% | 98.36%-78.6pp | 419.21%-399.5pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,736 | $5,288-67.2% | $4,935-64.8% | $4,662-62.8% |
| Participant deferral / active EE | $3,781 | $8,429-55.1% | $8,071-53.2% | $6,690-43.5% |
| Admin fee / account holder | $45 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |