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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 | $5,554 | $156,963-96.5% | $121,204-95.4% | $139,466-96.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.16% | 1476.75%-1453.6pp | 987.18%-964.0pp | 373.66%-350.5pp |
| Employer contribution / active EE | $395 | $5,544-92.9% | $4,170-90.5% | $4,754-91.7% |
| Participant deferral / active EE | $1,230 | $4,848-74.6% | $4,083-69.9% | $6,712-81.7% |
| Admin fee / account holder | $63 | $6,953-99.1% | $5,651-98.9% | $11,409-99.4% |