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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 | $4,501 | $175,231-97.4% | $149,696-97.0% | $139,466-96.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 75.28% | 166.77%-91.5pp | 134.46%-59.2pp | 373.66%-298.4pp |
| Employer contribution / active EE | $1,645 | $5,478-70.0% | $4,821-65.9% | $4,754-65.4% |
| Participant deferral / active EE | $2,190 | $6,521-66.4% | $5,682-61.5% | $6,712-67.4% |
| Admin fee / account holder | $81 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |