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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 | $3,280 | $156,963-97.9% | $121,204-97.3% | $139,466-97.6% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 46.88% | 1476.75%-1429.9pp | 987.18%-940.3pp | 373.66%-326.8pp |
| Employer contribution / active EE | $386 | $5,544-93.0% | $4,170-90.8% | $4,754-91.9% |
| Participant deferral / active EE | $1,744 | $4,848-64.0% | $4,083-57.3% | $6,712-74.0% |
| Admin fee / account holder | $15 | $6,953-99.8% | $5,651-99.7% | $11,409-99.9% |