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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 | $4,938 | $109,872-95.5% | $98,483-95.0% | $167,536-97.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 47.99% | 1959.31%-1911.3pp | 1494.38%-1446.4pp | 478.82%-430.8pp |
| Employer contribution / active EE | $1,404 | $3,225-56.5% | $2,961-52.6% | $4,839-71.0% |
| Participant deferral / active EE | $1,746 | $4,673-62.6% | $4,276-59.2% | $6,342-72.5% |
| Admin fee / account holder | $38 | $6,757-99.4% | $5,953-99.4% | $12,315-99.7% |