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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 | $2,106 | $99,011-97.9% | $86,582-97.6% | $147,586-98.6% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 35.68% | 1312.75%-1277.1pp | 965.08%-929.4pp | 578.59%-542.9pp |
| Employer contribution / active EE | $687 | $3,132-78.1% | $2,839-75.8% | $4,876-85.9% |
| Participant deferral / active EE | $1,074 | $3,972-73.0% | $3,609-70.2% | $5,439-80.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |