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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 | $4,897 | $155,555-96.9% | $146,866-96.7% | $155,188-96.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 733.61% | 115.41%+618.2pp | 102.85%+630.8pp | 148.84%+584.8pp |
| Employer contribution / active EE | $2,283 | $4,647-50.9% | $4,425-48.4% | $4,248-46.3% |
| Participant deferral / active EE | $4,566 | $8,044-43.2% | $7,759-41.2% | $6,531-30.1% |
| Admin fee / account holder | $18 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |