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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 | $5,423 | $102,635-94.7% | $86,209-93.7% | $139,456-96.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 36.72% | 1923.53%-1886.8pp | 1169.05%-1132.3pp | 373.45%-336.7pp |
| Employer contribution / active EE | $1,235 | $3,034-59.3% | $2,381-48.2% | $4,753-74.0% |
| Participant deferral / active EE | $1,419 | $4,677-69.7% | $3,986-64.4% | $6,711-78.9% |
| Admin fee / account holder | $59 | $8,661-99.3% | $6,853-99.1% | $11,407-99.5% |