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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 | $5,478 | $176,688-96.9% | $130,660-95.8% | $152,885-96.4% |
| Participation rate | 88.2% | 79.0%+9.3pp | 71.7%+16.5pp | 82.5%+5.8pp |
| Annual return | 32.45% | 2693.08%-2660.6pp | 1709.29%-1676.8pp | 345.39%-312.9pp |
| Employer contribution / active EE | $2,411 | $5,743-58.0% | $4,092-41.1% | $4,763-49.4% |
| Participant deferral / active EE | $2,745 | $4,362-37.1% | $3,603-23.8% | $5,851-53.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |