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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 | $13,192 | $101,069-86.9% | $81,478-83.8% | $147,585-91.1% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 715.66% | 32.40%+683.3pp | 38.78%+676.9pp | 578.57%+137.1pp |
| Employer contribution / active EE | $2,007 | $3,205-37.4% | $2,568-21.8% | $4,876-58.8% |
| Participant deferral / active EE | $2,909 | $4,242-31.4% | $3,537-17.8% | $5,439-46.5% |
| Admin fee / account holder | $75 | $5,812-98.7% | $4,561-98.4% | $10,885-99.3% |