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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 | $5,256 | $176,688-97.0% | $130,660-96.0% | $152,897-96.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.5%+5.0pp |
| Annual return | 41.95% | 2693.08%-2651.1pp | 1709.29%-1667.3pp | 345.43%-303.5pp |
| Employer contribution / active EE | $1,344 | $5,743-76.6% | $4,092-67.2% | $4,764-71.8% |
| Participant deferral / active EE | $4,048 | $4,362-7.2% | $3,603+12.3% | $5,851-30.8% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |