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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 | $4,073 | $162,529-97.5% | $130,788-96.9% | $154,746-97.4% |
| Participation rate | 81.0% | 75.9%+5.1pp | 70.1%+10.9pp | 80.7%+0.3pp |
| Annual return | 42.16% | 510.48%-468.3pp | 386.44%-344.3pp | 172.34%-130.2pp |
| Employer contribution / active EE | $1,115 | $4,447-74.9% | $3,558-68.7% | $4,379-74.5% |
| Participant deferral / active EE | $1,181 | $4,808-75.4% | $4,137-71.4% | $6,730-82.4% |
| Admin fee / account holder | $7 | $7,669-99.9% | $6,673-99.9% | $14,365-100.0% |