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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 | $5,789 | $156,963-96.3% | $121,204-95.2% | $139,466-95.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 23.71% | 1476.75%-1453.0pp | 987.18%-963.5pp | 373.66%-350.0pp |
| Employer contribution / active EE | $386 | $5,544-93.0% | $4,170-90.7% | $4,754-91.9% |
| Participant deferral / active EE | $890 | $4,848-81.6% | $4,083-78.2% | $6,712-86.7% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |