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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 | $5,070 | $183,592-97.2% | $155,574-96.7% | $145,877-96.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 49.62% | 61.37%-11.8pp | 64.87%-15.2pp | 551.28%-501.7pp |
| Employer contribution / active EE | $1,645 | $5,317-69.1% | $4,676-64.8% | $4,663-64.7% |
| Participant deferral / active EE | $2,399 | $6,466-62.9% | $5,629-57.4% | $6,691-64.1% |
| Admin fee / account holder | $58 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |