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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 | $39,432 | $546,882-92.8% | $546,882-92.8% | $484,799-91.9% |
| Participation rate | 100.0% | 91.1%+8.9pp | 91.1%+8.9pp | 91.1%+8.9pp |
| Annual return | 231.26% | 7.64%+223.6pp | 5.92%+225.3pp | 5.95%+225.3pp |
| Employer contribution / active EE | $2,374 | $45,372-94.8% | $45,372-94.8% | $27,493-91.4% |
| Participant deferral / active EE | $4,541 | $4,560-0.4% | $4,560-0.4% | $6,572-30.9% |
| Admin fee / account holder | $236 | $5,873-96.0% | $5,873-96.0% | $18,209-98.7% |