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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 | $6,214 | $99,009-93.7% | $86,581-92.8% | $147,585-95.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.60% | 1312.70%-1295.1pp | 965.06%-947.5pp | 578.58%-561.0pp |
| Employer contribution / active EE | $1,471 | $3,132-53.0% | $2,840-48.2% | $4,876-69.8% |
| Participant deferral / active EE | $769 | $3,972-80.6% | $3,609-78.7% | $5,439-85.9% |
| Admin fee / account holder | $33 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |