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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 | $7,230 | $150,447-95.2% | $136,298-94.7% | $147,586-95.1% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 44.87% | 1049.15%-1004.3pp | 5156.27%-5111.4pp | 578.59%-533.7pp |
| Employer contribution / active EE | $2,125 | $5,256-59.6% | $4,696-54.7% | $4,876-56.4% |
| Participant deferral / active EE | $3,273 | $6,631-50.6% | $6,247-47.6% | $5,439-39.8% |
| Admin fee / account holder | $135 | $10,906-98.8% | $9,244-98.5% | $10,886-98.8% |