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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 | $5,445 | $109,344-95.0% | $89,400-93.9% | $158,950-96.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 1043.01% | 345.73%+697.3pp | 245.64%+797.4pp | 302.91%+740.1pp |
| Employer contribution / active EE | $1,582 | $3,170-50.1% | $2,586-38.8% | $4,762-66.8% |
| Participant deferral / active EE | $2,667 | $4,599-42.0% | $3,890-31.4% | $5,983-55.4% |
| Admin fee / account holder | $16 | $6,154-99.7% | $4,882-99.7% | $11,248-99.9% |