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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 | $15,760 | $202,345-92.2% | $172,755-90.9% | $152,885-89.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 206.99% | 1029.77%-822.8pp | 802.94%-596.0pp | 345.39%-138.4pp |
| Employer contribution / active EE | $1,593 | $5,858-72.8% | $5,144-69.0% | $4,763-66.6% |
| Participant deferral / active EE | $2,161 | $5,948-63.7% | $5,198-58.4% | $5,851-63.1% |
| Admin fee / account holder | $63 | $17,111-99.6% | $13,955-99.5% | $11,598-99.5% |