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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 | $1,283 | $185,225-99.3% | $142,898-99.1% | $167,536-99.2% |
| Participation rate | 80.0% | 78.5%+1.5pp | 72.0%+8.0pp | 82.1%-2.1pp |
| Annual return | 30.74% | 8558.12%-8527.4pp | 5639.64%-5608.9pp | 478.82%-448.1pp |
| Employer contribution / active EE | $234 | $5,607-95.8% | $4,146-94.4% | $4,839-95.2% |
| Participant deferral / active EE | $982 | $4,496-78.2% | $3,838-74.4% | $6,342-84.5% |
| Admin fee / account holder | $168 | $8,032-97.9% | $6,560-97.4% | $12,315-98.6% |