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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 | $5,341 | $84,518-93.7% | $67,704-92.1% | $125,388-95.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 118.84% | 2.57%+116.3pp | 25.41%+93.4pp | 282.24%-163.4pp |
| Employer contribution / active EE | $1,149 | $3,292-65.1% | $2,559-55.1% | $4,866-76.4% |
| Participant deferral / active EE | $2,534 | $4,430-42.8% | $3,585-29.3% | $5,352-52.7% |
| Admin fee / account holder | $154 | $5,340-97.1% | $4,255-96.4% | $9,541-98.4% |