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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 | $2,852 | $100,938-97.2% | $90,461-96.8% | $158,982-98.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.6pp |
| Annual return | 30.25% | 1727.20%-1697.0pp | 1294.76%-1264.5pp | 302.99%-272.7pp |
| Employer contribution / active EE | $723 | $3,691-80.4% | $3,264-77.8% | $4,763-84.8% |
| Participant deferral / active EE | $1,189 | $4,350-72.7% | $3,964-70.0% | $5,983-80.1% |
| Admin fee / account holder | $62 | $6,510-99.0% | $5,617-98.9% | $11,252-99.4% |