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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 | $3,270 | $150,447-97.8% | $136,298-97.6% | $147,586-97.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 36.27% | 1049.15%-1012.9pp | 5156.27%-5120.0pp | 578.59%-542.3pp |
| Employer contribution / active EE | $1,438 | $5,256-72.6% | $4,696-69.4% | $4,876-70.5% |
| Participant deferral / active EE | $2,901 | $6,631-56.2% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $108 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |