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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 | $6,386 | $102,663-93.8% | $86,216-92.6% | $139,466-95.4% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 88.94% | 1924.52%-1835.6pp | 1169.42%-1080.5pp | 373.66%-284.7pp |
| Employer contribution / active EE | $1,849 | $3,035-39.1% | $2,382-22.3% | $4,754-61.1% |
| Participant deferral / active EE | $2,403 | $4,677-48.6% | $3,986-39.7% | $6,712-64.2% |
| Admin fee / account holder | $35 | $8,663-99.6% | $6,853-99.5% | $11,409-99.7% |