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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 | $4,474 | $112,935-96.0% | $90,970-95.1% | $158,966-97.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 48.10% | 215.79%-167.7pp | 134.58%-86.5pp | 302.95%-254.9pp |
| Employer contribution / active EE | $976 | $2,895-66.3% | $2,122-54.0% | $4,762-79.5% |
| Participant deferral / active EE | $1,650 | $4,129-60.0% | $3,373-51.1% | $5,983-72.4% |
| Admin fee / account holder | $14 | $8,045-99.8% | $5,960-99.8% | $11,250-99.9% |