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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 | $2,858 | $106,905-97.3% | $84,020-96.6% | $152,885-98.1% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.5%-9.1pp |
| Annual return | 914.00% | 105.00%+809.0pp | 71.31%+842.7pp | 345.39%+568.6pp |
| Employer contribution / active EE | $930 | $2,735-66.0% | $1,984-53.1% | $4,763-80.5% |
| Participant deferral / active EE | $1,902 | $4,012-52.6% | $3,239-41.3% | $5,851-67.5% |
| Admin fee / account holder | $239 | $8,287-97.1% | $6,101-96.1% | $11,598-97.9% |