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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 | $2,221 | $106,008-97.9% | $92,240-97.6% | $147,586-98.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 10.42% | 50.05%-39.6pp | 176.29%-165.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,754 | $4,333-59.5% | $3,680-52.3% | $4,876-64.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33 | $6,333-99.5% | $5,194-99.4% | $10,886-99.7% |