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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 | $570 | $81,763-99.3% | $58,561-99.0% | $139,466-99.6% |
| Participation rate | 93.8% | 61.3%+32.4pp | 50.9%+42.9pp | 80.3%+13.4pp |
| Annual return | 36.73% | 7427.77%-7391.0pp | 4251.33%-4214.6pp | 373.66%-336.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $497 | $2,555-80.5% | $1,923-74.1% | $6,712-92.6% |
| Admin fee / account holder | $151 | $3,273-95.4% | $2,520-94.0% | $11,409-98.7% |