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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 | $5,998 | $96,643-93.8% | $86,617-93.1% | $139,456-95.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 65.80% | 106.57%-40.8pp | 591.91%-526.1pp | 373.45%-307.7pp |
| Employer contribution / active EE | $2,583 | $3,264-20.9% | $3,023-14.6% | $4,753-45.7% |
| Participant deferral / active EE | $1,917 | $4,835-60.3% | $4,437-56.8% | $6,711-71.4% |
| Admin fee / account holder | $84 | $6,406-98.7% | $5,613-98.5% | $11,407-99.3% |