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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 | $6,103 | $150,447-95.9% | $136,298-95.5% | $147,586-95.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.55% | 1049.15%-1038.6pp | 5156.27%-5145.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,265 | $5,256-75.9% | $4,696-73.1% | $4,876-74.1% |
| Participant deferral / active EE | $2,951 | $6,631-55.5% | $6,247-52.8% | $5,439-45.8% |
| Admin fee / account holder | $9 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |