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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 | $5,769 | $90,486-93.6% | $78,676-92.7% | $273,972-97.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 168.53% | 75.62%+92.9pp | 62.19%+106.3pp | 41.46%+127.1pp |
| Employer contribution / active EE | $148 | $3,175-95.3% | $2,850-94.8% | $4,869-97.0% |
| Participant deferral / active EE | $5,092 | $3,901+30.5% | $3,517+44.8% | $5,287-3.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |