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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 | $8,370 | $162,821-94.9% | $133,978-93.8% | $158,982-94.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 254.84% | 41.95%+212.9pp | 45.10%+209.7pp | 302.99%-48.1pp |
| Employer contribution / active EE | $1,810 | $4,976-63.6% | $3,919-53.8% | $4,763-62.0% |
| Participant deferral / active EE | $3,145 | $5,910-46.8% | $5,047-37.7% | $5,983-47.4% |
| Admin fee / account holder | $22 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |