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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 | $4,504 | $81,664-94.5% | $70,476-93.6% | $158,966-97.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 100.04% | 208.59%-108.6pp | 109.12%-9.1pp | 302.95%-202.9pp |
| Employer contribution / active EE | $1,285 | $3,219-60.1% | $2,738-53.1% | $4,762-73.0% |
| Participant deferral / active EE | $1,285 | $4,556-71.8% | $3,710-65.4% | $5,983-78.5% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |