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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 | $7,857 | $209,425-96.2% | $178,499-95.6% | $158,966-95.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 98.94% | 188.80%-89.9pp | 151.10%-52.2pp | 302.95%-204.0pp |
| Employer contribution / active EE | $1,658 | $5,707-70.9% | $5,011-66.9% | $4,762-65.2% |
| Participant deferral / active EE | $13,500 | $5,955+126.7% | $5,202+159.5% | $5,983+125.6% |
| Admin fee / account holder | $42 | $17,078-99.8% | $13,986-99.7% | $11,250-99.6% |