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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 | $1,167 | $81,668-98.6% | $58,507-98.0% | $139,487-99.2% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 30.32% | 7430.07%-7399.8pp | 4252.32%-4222.0pp | 373.84%-343.5pp |
| Employer contribution / active EE | $369 | $1,398-73.6% | $1,053-65.0% | $4,755-92.2% |
| Participant deferral / active EE | $611 | $2,554-76.1% | $1,922-68.2% | $6,713-90.9% |
| Admin fee / account holder | $10 | $3,212-99.7% | $2,486-99.6% | $11,407-99.9% |