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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 | $6,919 | $99,011-93.0% | $86,582-92.0% | $147,586-95.3% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 19.11% | 1312.75%-1293.6pp | 965.08%-946.0pp | 578.59%-559.5pp |
| Employer contribution / active EE | $919 | $3,132-70.7% | $2,839-67.6% | $4,876-81.2% |
| Participant deferral / active EE | $1,700 | $3,972-57.2% | $3,609-52.9% | $5,439-68.7% |
| Admin fee / account holder | $17 | $5,709-99.7% | $4,904-99.7% | $10,886-99.8% |