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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 | $15,797 | $149,741-89.5% | $118,914-86.7% | $158,982-90.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 40.43% | 19.94%+20.5pp | 35.89%+4.5pp | 302.99%-262.6pp |
| Employer contribution / active EE | $5,702 | $4,119+38.5% | $3,264+74.7% | $4,763+19.7% |
| Participant deferral / active EE | $6,308 | $5,226+20.7% | $4,266+47.9% | $5,983+5.4% |
| Admin fee / account holder | $60 | $8,607-99.3% | $6,582-99.1% | $11,252-99.5% |