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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 | $4,404 | $72,396-93.9% | $67,511-93.5% | $145,959-97.0% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 31.49% | 7194.07%-7162.6pp | 3517.41%-3485.9pp | 561.95%-530.5pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,652 | $4,781-65.4% | $4,000-58.7% | $6,689-75.3% |
| Admin fee / account holder | $279 | $5,538-95.0% | $3,999-93.0% | $13,398-97.9% |