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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 | $4,805 | $76,551-93.7% | $123,894-96.1% | $62,881-92.4% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 4287.83% | 18.68%+4269.2pp | 47.52%+4240.3pp | 20.14%+4267.7pp |
| Employer contribution / active EE | $874 | $2,882-69.7% | $4,617-81.1% | $2,281-61.7% |
| Participant deferral / active EE | $2,084 | $4,840-56.9% | $5,984-65.2% | $3,203-34.9% |
| Admin fee / account holder | $21 | $4,826-99.6% | $8,357-99.7% | $4,296-99.5% |