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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 | $5,514 | $150,447-96.3% | $136,298-96.0% | $147,586-96.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 38.90% | 1049.15%-1010.3pp | 5156.27%-5117.4pp | 578.59%-539.7pp |
| Employer contribution / active EE | $1,419 | $5,256-73.0% | $4,696-69.8% | $4,876-70.9% |
| Participant deferral / active EE | $2,174 | $6,631-67.2% | $6,247-65.2% | $5,439-60.0% |
| Admin fee / account holder | $36 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |