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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 | $4,075 | $104,251-96.1% | $91,004-95.5% | $147,585-97.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 93.81% | 27.06%+66.7pp | 4.60%+89.2pp | 578.58%-484.8pp |
| Employer contribution / active EE | $523 | $3,116-83.2% | $2,456-78.7% | $4,876-89.3% |
| Participant deferral / active EE | $2,342 | $4,195-44.2% | $3,548-34.0% | $5,439-56.9% |
| Admin fee / account holder | $13 | $8,948-99.8% | $5,417-99.8% | $10,886-99.9% |