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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 | $11,707 | $121,656-90.4% | $104,614-88.8% | $158,950-92.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 130.62% | 465.51%-334.9pp | 340.56%-209.9pp | 302.91%-172.3pp |
| Employer contribution / active EE | $2,957 | $3,164-6.5% | $2,681+10.3% | $4,762-37.9% |
| Participant deferral / active EE | $5,724 | $4,177+37.0% | $3,739+53.1% | $5,983-4.3% |
| Admin fee / account holder | $41 | $7,775-99.5% | $6,464-99.4% | $11,248-99.6% |