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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 | $1,596 | $100,911-98.4% | $90,440-98.2% | $158,966-99.0% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 114.08% | 1726.62%-1612.5pp | 1294.38%-1180.3pp | 302.95%-188.9pp |
| Employer contribution / active EE | $383 | $3,690-89.6% | $3,263-88.3% | $4,762-92.0% |
| Participant deferral / active EE | $769 | $4,348-82.3% | $3,964-80.6% | $5,983-87.1% |
| Admin fee / account holder | $8 | $6,507-99.9% | $5,615-99.8% | $11,250-99.9% |