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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 | $3,224 | $99,011-96.7% | $86,582-96.3% | $147,586-97.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.83% | 1312.75%-1288.9pp | 965.08%-941.3pp | 578.59%-554.8pp |
| Employer contribution / active EE | $139 | $3,132-95.6% | $2,839-95.1% | $4,876-97.1% |
| Participant deferral / active EE | $3,812 | $3,972-4.0% | $3,609+5.6% | $5,439-29.9% |
| Admin fee / account holder | $6 | $5,709-99.9% | $4,904-99.9% | $10,886-99.9% |