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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 | $7,415 | $160,040-95.4% | $147,096-95.0% | $145,877-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.78% | 98.49%-74.7pp | 419.75%-396.0pp | 551.28%-527.5pp |
| Employer contribution / active EE | $7,451 | $5,289+40.9% | $4,936+51.0% | $4,663+59.8% |
| Participant deferral / active EE | $7,451 | $8,429-11.6% | $8,071-7.7% | $6,691+11.4% |
| Admin fee / account holder | $35 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |