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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 | $5,811 | $100,938-94.2% | $90,461-93.6% | $158,982-96.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 31.94% | 1727.20%-1695.3pp | 1294.76%-1262.8pp | 302.99%-271.0pp |
| Employer contribution / active EE | $470 | $3,691-87.3% | $3,264-85.6% | $4,763-90.1% |
| Participant deferral / active EE | $1,182 | $4,350-72.8% | $3,964-70.2% | $5,983-80.2% |
| Admin fee / account holder | $121 | $6,510-98.1% | $5,617-97.8% | $11,252-98.9% |