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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 | $20,459 | $202,342-89.9% | $172,753-88.2% | $152,909-86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.89% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.6pp |
| Employer contribution / active EE | $2,145 | $5,857-63.4% | $5,144-58.3% | $4,764-55.0% |
| Participant deferral / active EE | $6,072 | $5,948+2.1% | $5,198+16.8% | $5,851+3.8% |
| Admin fee / account holder | $19 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |