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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 | $4,532 | $107,809-95.8% | $90,657-95.0% | $135,380-96.7% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | 577.24% | -0.90%+578.1pp | 1.89%+575.4pp | 519.81%+57.4pp |
| Employer contribution / active EE | $557 | $3,018-81.5% | $2,532-78.0% | $4,779-88.3% |
| Participant deferral / active EE | $1,708 | $3,872-55.9% | $3,424-50.1% | $5,609-69.5% |
| Admin fee / account holder | $18 | $5,931-99.7% | $4,994-99.6% | $10,828-99.8% |