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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 | $2,265 | $149,040-98.5% | $120,225-98.1% | $137,256-98.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 66.19% | 605.68%-539.5pp | 439.23%-373.0pp | 220.34%-154.2pp |
| Employer contribution / active EE | $1,771 | $4,350-59.3% | $3,475-49.0% | $4,156-57.4% |
| Participant deferral / active EE | $1,778 | $4,655-61.8% | $3,999-55.5% | $6,407-72.2% |
| Admin fee / account holder | $67 | $6,348-99.0% | $5,696-98.8% | $12,270-99.5% |