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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 | $5,992 | $102,696-94.2% | $86,235-93.1% | $139,487-95.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 22.53% | 1925.91%-1903.4pp | 1170.03%-1147.5pp | 373.84%-351.3pp |
| Employer contribution / active EE | $999 | $3,034-67.1% | $2,381-58.1% | $4,755-79.0% |
| Participant deferral / active EE | $1,498 | $4,679-68.0% | $3,987-62.4% | $6,713-77.7% |
| Admin fee / account holder | $73 | $8,667-99.2% | $6,856-98.9% | $11,407-99.4% |