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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 | $21,317 | $150,447-85.8% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.21% | 1049.15%-1036.9pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,344 | $5,256-74.4% | $4,696-71.4% | $4,876-72.4% |
| Participant deferral / active EE | $4,356 | $6,631-34.3% | $6,247-30.3% | $5,439-19.9% |
| Admin fee / account holder | $131 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |