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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 | $4,768 | $100,911-95.3% | $90,440-94.7% | $158,966-97.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 19.43% | 1726.62%-1707.2pp | 1294.38%-1275.0pp | 302.95%-283.5pp |
| Employer contribution / active EE | $480 | $3,690-87.0% | $3,263-85.3% | $4,762-89.9% |
| Participant deferral / active EE | $2,098 | $4,348-51.8% | $3,964-47.1% | $5,983-64.9% |
| Admin fee / account holder | $4 | $6,507-99.9% | $5,615-99.9% | $11,250-100.0% |