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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 | $1,830 | $99,031-98.2% | $86,597-97.9% | $147,585-98.8% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 38.52% | 1312.56%-1274.0pp | 964.96%-926.4pp | 578.57%-540.1pp |
| Employer contribution / active EE | $122 | $3,132-96.1% | $2,840-95.7% | $4,876-97.5% |
| Participant deferral / active EE | $898 | $3,972-77.4% | $3,609-75.1% | $5,439-83.5% |
| Admin fee / account holder | $81 | $5,711-98.6% | $4,906-98.4% | $10,885-99.3% |