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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 | $12,271 | $155,840-92.1% | $124,694-90.2% | $167,553-92.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 26.13% | 17.98%+8.2pp | 5144.82%-5118.7pp | 478.89%-452.8pp |
| Employer contribution / active EE | $3,076 | $4,165-26.2% | $3,325-7.5% | $4,840-36.4% |
| Participant deferral / active EE | $1,872 | $5,675-67.0% | $4,615-59.4% | $6,343-70.5% |
| Admin fee / account holder | $24 | $9,536-99.7% | $7,495-99.7% | $12,316-99.8% |