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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 | $5,636 | $92,219-93.9% | $76,766-92.7% | $135,382-95.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 334.63% | 5.46%+329.2pp | 2.43%+332.2pp | 519.77%-185.1pp |
| Employer contribution / active EE | $1,311 | $3,216-59.2% | $2,485-47.2% | $4,779-72.6% |
| Participant deferral / active EE | $3,066 | $4,508-32.0% | $3,851-20.4% | $5,609-45.3% |
| Admin fee / account holder | $72 | $10,749-99.3% | $6,675-98.9% | $10,829-99.3% |