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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 | $21,981 | $171,492-87.2% | $150,734-85.4% | $198,609-88.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 19.76% | 804.70%-784.9pp | 600.81%-581.0pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,622 | $5,470-52.1% | $4,918-46.7% | $5,055-48.1% |
| Participant deferral / active EE | $5,205 | $6,259-16.8% | $5,610-7.2% | $6,977-25.4% |
| Admin fee / account holder | $77 | $17,628-99.6% | $14,905-99.5% | $19,030-99.6% |