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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 | $5,193 | $150,447-96.5% | $136,298-96.2% | $147,586-96.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.71% | 1049.15%-1014.4pp | 5156.27%-5121.6pp | 578.59%-543.9pp |
| Employer contribution / active EE | $1,543 | $5,256-70.7% | $4,696-67.1% | $4,876-68.4% |
| Participant deferral / active EE | $2,627 | $6,631-60.4% | $6,247-57.9% | $5,439-51.7% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |