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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 | $876 | $156,970-99.4% | $121,210-99.3% | $139,487-99.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 26.39% | 1477.10%-1450.7pp | 987.41%-961.0pp | 373.84%-347.5pp |
| Employer contribution / active EE | $262 | $5,546-95.3% | $4,171-93.7% | $4,755-94.5% |
| Participant deferral / active EE | $289 | $4,849-94.0% | $4,084-92.9% | $6,713-95.7% |
| Admin fee / account holder | $4 | $6,947-99.9% | $5,647-99.9% | $11,407-100.0% |