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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 | $3,845 | $99,011-96.1% | $86,582-95.6% | $147,586-97.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.63% | 1312.75%-1290.1pp | 965.08%-942.5pp | 578.59%-556.0pp |
| Employer contribution / active EE | $658 | $3,132-79.0% | $2,839-76.8% | $4,876-86.5% |
| Participant deferral / active EE | $1,173 | $3,972-70.5% | $3,609-67.5% | $5,439-78.4% |
| Admin fee / account holder | $21 | $5,709-99.6% | $4,904-99.6% | $10,886-99.8% |