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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 | $948 | $76,608-98.8% | $56,077-98.3% | $145,877-99.4% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.8pp | 80.3%-7.0pp |
| Annual return | 19.73% | 3009.59%-2989.9pp | 1709.28%-1689.5pp | 551.28%-531.6pp |
| Employer contribution / active EE | $523 | $1,382-62.2% | $1,040-49.8% | $4,663-88.8% |
| Participant deferral / active EE | $553 | $2,624-78.9% | $1,954-71.7% | $6,691-91.7% |
| Admin fee / account holder | $130 | $3,325-96.1% | $2,825-95.4% | $13,402-99.0% |