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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 | $4,668 | $226,090-97.9% | $182,531-97.4% | $152,885-96.9% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.0%+16.5pp | 82.5%+12.0pp |
| Annual return | 127.99% | 192.57%-64.6pp | 148.57%-20.6pp | 345.39%-217.4pp |
| Employer contribution / active EE | $1,968 | $4,978-60.5% | $4,075-51.7% | $4,763-58.7% |
| Participant deferral / active EE | $2,608 | $6,369-59.1% | $5,525-52.8% | $5,851-55.4% |
| Admin fee / account holder | $23 | $10,705-99.8% | $8,593-99.7% | $11,598-99.8% |