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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 | $8,198 | $110,337-92.6% | $102,383-92.0% | $145,877-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 92.33% | 24.83%+67.5pp | 24.94%+67.4pp | 551.28%-459.0pp |
| Employer contribution / active EE | $2,786 | $4,216-33.9% | $3,870-28.0% | $4,663-40.3% |
| Participant deferral / active EE | $4,593 | $5,621-18.3% | $5,060-9.2% | $6,691-31.4% |
| Admin fee / account holder | $36 | $9,750-99.6% | $8,391-99.6% | $13,402-99.7% |