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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 | $4,925 | $180,459-97.3% | $154,108-96.8% | $135,380-96.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | 65.17% | 888.21%-823.0pp | 735.21%-670.0pp | 519.81%-454.6pp |
| Employer contribution / active EE | $1,558 | $6,035-74.2% | $5,298-70.6% | $4,779-67.4% |
| Participant deferral / active EE | $2,070 | $5,806-64.4% | $5,081-59.3% | $5,609-63.1% |
| Admin fee / account holder | $39 | $16,145-99.8% | $13,411-99.7% | $10,828-99.6% |