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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 | $6,196 | $84,713-92.7% | $75,717-91.8% | $167,518-96.3% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.8%+20.2pp | 82.1%+12.9pp |
| Annual return | 10.91% | 199.49%-188.6pp | 104.58%-93.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $542 | $3,229-83.2% | $2,743-80.2% | $4,838-88.8% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $72 | $5,357-98.7% | $3,619-98.0% | $12,312-99.4% |