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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 | $6,381 | $156,963-95.9% | $121,204-94.7% | $139,466-95.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 11.69% | 1476.75%-1465.1pp | 987.18%-975.5pp | 373.66%-362.0pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $473 | $4,848-90.2% | $4,083-88.4% | $6,712-93.0% |
| Admin fee / account holder | $80 | $6,953-98.9% | $5,651-98.6% | $11,409-99.3% |