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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 | $4,695 | $99,009-95.3% | $86,581-94.6% | $147,585-96.8% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 20.06% | 1312.70%-1292.6pp | 965.06%-945.0pp | 578.58%-558.5pp |
| Employer contribution / active EE | $740 | $3,132-76.4% | $2,840-74.0% | $4,876-84.8% |
| Participant deferral / active EE | $1,266 | $3,972-68.1% | $3,609-64.9% | $5,439-76.7% |
| Admin fee / account holder | $1 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |