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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 | $5,029 | $185,225-97.3% | $142,898-96.5% | $167,536-97.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.30% | 8558.12%-8547.8pp | 5639.64%-5629.3pp | 478.82%-468.5pp |
| Employer contribution / active EE | $633 | $5,607-88.7% | $4,146-84.7% | $4,839-86.9% |
| Participant deferral / active EE | $360 | $4,496-92.0% | $3,838-90.6% | $6,342-94.3% |
| Admin fee / account holder | $67 | $8,032-99.2% | $6,560-99.0% | $12,315-99.5% |