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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 | $10,739 | $112,131-90.4% | $95,964-88.8% | $158,982-93.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 49.87% | 171.19%-121.3pp | 91.64%-41.8pp | 302.99%-253.1pp |
| Employer contribution / active EE | $965 | $3,199-69.8% | $2,541-62.0% | $4,763-79.7% |
| Participant deferral / active EE | $4,550 | $4,784-4.9% | $4,167+9.2% | $5,983-24.0% |
| Admin fee / account holder | $221 | $10,136-97.8% | $6,797-96.8% | $11,252-98.0% |