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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 | $4,529 | $76,368-94.1% | $67,681-93.3% | $154,746-97.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 57.66% | 1066.77%-1009.1pp | 590.58%-532.9pp | 172.34%-114.7pp |
| Employer contribution / active EE | $523 | $3,151-83.4% | $2,678-80.5% | $4,379-88.0% |
| Participant deferral / active EE | $4,829 | $4,824+0.1% | $3,976+21.5% | $6,730-28.3% |
| Admin fee / account holder | $241 | $8,559-97.2% | $6,100-96.1% | $14,365-98.3% |