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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 | $6,852 | $100,895-93.2% | $90,430-92.4% | $158,950-95.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 594.52% | 1725.54%-1131.0pp | 1293.73%-699.2pp | 302.91%+291.6pp |
| Employer contribution / active EE | $1,424 | $3,689-61.4% | $3,262-56.3% | $4,762-70.1% |
| Participant deferral / active EE | $2,675 | $4,347-38.5% | $3,963-32.5% | $5,983-55.3% |
| Admin fee / account holder | $48 | $6,505-99.3% | $5,613-99.1% | $11,248-99.6% |