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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 | $13,145 | $155,555-91.5% | $146,866-91.0% | $155,188-91.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 45.32% | 115.41%-70.1pp | 102.85%-57.5pp | 148.84%-103.5pp |
| Employer contribution / active EE | $2,507 | $4,647-46.1% | $4,425-43.3% | $4,248-41.0% |
| Participant deferral / active EE | $6,871 | $8,044-14.6% | $7,759-11.4% | $6,531+5.2% |
| Admin fee / account holder | $41 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |