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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 | $4,250 | $96,678-95.6% | $86,640-95.1% | $139,466-97.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.91% | 106.69%-81.8pp | 592.52%-567.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $740 | $3,265-77.4% | $3,024-75.5% | $4,754-84.4% |
| Participant deferral / active EE | $1,079 | $4,837-77.7% | $4,438-75.7% | $6,712-83.9% |
| Admin fee / account holder | $17 | $6,410-99.7% | $5,616-99.7% | $11,409-99.8% |