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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 | $3,341 | $102,635-96.7% | $86,209-96.1% | $139,456-97.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 41.69% | 1923.53%-1881.8pp | 1169.05%-1127.4pp | 373.45%-331.8pp |
| Employer contribution / active EE | $963 | $3,034-68.3% | $2,381-59.6% | $4,753-79.7% |
| Participant deferral / active EE | $1,294 | $4,677-72.3% | $3,986-67.5% | $6,711-80.7% |
| Admin fee / account holder | $3 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |