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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 | $5,072 | $150,412-96.6% | $120,574-95.8% | $145,884-96.5% |
| Participation rate | 71.4% | 78.8%-7.4pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 1514.53% | 154.50%+1360.0pp | 107.42%+1407.1pp | 551.85%+962.7pp |
| Employer contribution / active EE | $945 | $4,355-78.3% | $3,471-72.8% | $4,662-79.7% |
| Participant deferral / active EE | $1,759 | $6,175-71.5% | $4,996-64.8% | $6,690-73.7% |
| Admin fee / account holder | $266 | $12,224-97.8% | $9,445-97.2% | $13,392-98.0% |