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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 | $2,687 | $156,963-98.3% | $121,204-97.8% | $139,466-98.1% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 56.59% | 1476.75%-1420.2pp | 987.18%-930.6pp | 373.66%-317.1pp |
| Employer contribution / active EE | $501 | $5,544-91.0% | $4,170-88.0% | $4,754-89.5% |
| Participant deferral / active EE | $1,539 | $4,848-68.3% | $4,083-62.3% | $6,712-77.1% |
| Admin fee / account holder | $6 | $6,953-99.9% | $5,651-99.9% | $11,409-99.9% |