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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 | $6,533 | $175,257-96.3% | $149,717-95.6% | $139,456-95.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 63.27% | 166.70%-103.4pp | 134.41%-71.1pp | 373.45%-310.2pp |
| Employer contribution / active EE | $2,195 | $5,477-59.9% | $4,820-54.5% | $4,753-53.8% |
| Participant deferral / active EE | $2,718 | $6,521-58.3% | $5,682-52.2% | $6,711-59.5% |
| Admin fee / account holder | $51 | $16,156-99.7% | $13,213-99.6% | $11,407-99.5% |