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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 | $7,259 | $55,437-86.9% | $155,534-95.3% | $74,459-90.3% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 88.88% | 269.58%-180.7pp | 64.92%+24.0pp | 1369.70%-1280.8pp |
| Employer contribution / active EE | $904 | $2,266-60.1% | $4,675-80.7% | $2,626-65.6% |
| Participant deferral / active EE | $2,457 | $2,837-13.4% | $5,630-56.4% | $4,350-43.5% |
| Admin fee / account holder | $119 | $1,742-93.1% | $15,900-99.2% | $1,945-93.9% |