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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 | $16,572 | $55,457-70.1% | $77,361-78.6% | $94,015-82.4% |
| Participation rate | 98.0% | 69.8%+28.2pp | 75.0%+23.0pp | 70.8%+27.2pp |
| Annual return | 49.45% | 15.57%+33.9pp | 1011.54%-962.1pp | 17.84%+31.6pp |
| Employer contribution / active EE | $4,781 | $2,255+112.0% | $2,990+59.9% | $2,790+71.3% |
| Participant deferral / active EE | $6,058 | $3,069+97.4% | $3,911+54.9% | $4,249+42.6% |
| Admin fee / account holder | $280 | $4,334-93.5% | $5,894-95.2% | $8,951-96.9% |