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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 | $5,748 | $165,361-96.5% | $149,715-96.2% | $158,950-96.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 95.70% | 348.24%-252.5pp | 276.66%-181.0pp | 302.91%-207.2pp |
| Employer contribution / active EE | $1,662 | $5,103-67.4% | $4,645-64.2% | $4,762-65.1% |
| Participant deferral / active EE | $3,069 | $7,182-57.3% | $6,842-55.1% | $5,983-48.7% |
| Admin fee / account holder | $217 | $10,808-98.0% | $9,310-97.7% | $11,248-98.1% |