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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 | $10,165 | $138,114-92.6% | $125,391-91.9% | $134,545-92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 395.46% | 750.88%-355.4pp | 572.41%-177.0pp | 418.37%-22.9pp |
| Employer contribution / active EE | $3,779 | $5,246-28.0% | $4,816-21.5% | $4,742-20.3% |
| Participant deferral / active EE | $3,200 | $7,801-59.0% | $7,448-57.0% | $6,401-50.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |