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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 | $6,099 | $99,017-93.8% | $86,587-93.0% | $147,585-95.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 84.94% | 1312.37%-1227.4pp | 964.86%-879.9pp | 578.56%-493.6pp |
| Employer contribution / active EE | $1,622 | $3,132-48.2% | $2,839-42.9% | $4,876-66.7% |
| Participant deferral / active EE | $3,515 | $3,972-11.5% | $3,609-2.6% | $5,439-35.4% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |