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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 | $9,546 | $171,867-94.4% | $149,721-93.6% | $147,586-93.5% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 138.99% | 2113.36%-1974.4pp | 1501.67%-1362.7pp | 578.59%-439.6pp |
| Employer contribution / active EE | $1,688 | $6,275-73.1% | $5,444-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $5,748 | $7,270-20.9% | $6,568-12.5% | $5,439+5.7% |
| Admin fee / account holder | $85 | $13,799-99.4% | $11,282-99.2% | $10,886-99.2% |