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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 | $7,682 | $102,635-92.5% | $86,209-91.1% | $139,456-94.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 31.44% | 1923.53%-1892.1pp | 1169.05%-1137.6pp | 373.45%-342.0pp |
| Employer contribution / active EE | $1,428 | $3,034-52.9% | $2,381-40.1% | $4,753-70.0% |
| Participant deferral / active EE | $3,879 | $4,677-17.1% | $3,986-2.7% | $6,711-42.2% |
| Admin fee / account holder | $24 | $8,661-99.7% | $6,853-99.6% | $11,407-99.8% |