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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 | $3,763 | $96,643-96.1% | $86,617-95.7% | $139,456-97.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 61.85% | 106.57%-44.7pp | 591.91%-530.1pp | 373.45%-311.6pp |
| Employer contribution / active EE | $1,400 | $3,264-57.1% | $3,023-53.7% | $4,753-70.5% |
| Participant deferral / active EE | $1,400 | $4,835-71.0% | $4,437-68.4% | $6,711-79.1% |
| Admin fee / account holder | $8 | $6,406-99.9% | $5,613-99.9% | $11,407-99.9% |