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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 | $2,769 | $156,963-98.2% | $121,204-97.7% | $139,466-98.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 79.98% | 1476.75%-1396.8pp | 987.18%-907.2pp | 373.66%-293.7pp |
| Employer contribution / active EE | $810 | $5,544-85.4% | $4,170-80.6% | $4,754-83.0% |
| Participant deferral / active EE | $845 | $4,848-82.6% | $4,083-79.3% | $6,712-87.4% |
| Admin fee / account holder | $2 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |