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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 | $5,405 | $162,529-96.7% | $130,788-95.9% | $154,746-96.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 31.13% | 510.48%-479.3pp | 386.44%-355.3pp | 172.34%-141.2pp |
| Employer contribution / active EE | $858 | $4,447-80.7% | $3,558-75.9% | $4,379-80.4% |
| Participant deferral / active EE | $2,420 | $4,808-49.7% | $4,137-41.5% | $6,730-64.0% |
| Admin fee / account holder | $24 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |