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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 | $11,322 | $176,688-93.6% | $130,660-91.3% | $152,909-92.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 25.11% | 2693.08%-2668.0pp | 1709.29%-1684.2pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,316 | $5,743-77.1% | $4,092-67.8% | $4,764-72.4% |
| Participant deferral / active EE | $4,828 | $4,362+10.7% | $3,603+34.0% | $5,851-17.5% |
| Admin fee / account holder | $18 | $7,131-99.7% | $5,463-99.7% | $11,601-99.8% |