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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 | $5,207 | $111,830-95.3% | $93,696-94.4% | $145,884-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 32.23% | 204.08%-171.8pp | 133.74%-101.5pp | 551.85%-519.6pp |
| Employer contribution / active EE | $1,773 | $3,093-42.7% | $2,422-26.8% | $4,662-62.0% |
| Participant deferral / active EE | $1,449 | $4,920-70.5% | $4,417-67.2% | $6,690-78.3% |
| Admin fee / account holder | $84 | $10,249-99.2% | $8,287-99.0% | $13,392-99.4% |