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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 | $3,432 | $156,970-97.8% | $121,210-97.2% | $139,487-97.5% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 31.12% | 1477.10%-1446.0pp | 987.41%-956.3pp | 373.84%-342.7pp |
| Employer contribution / active EE | $859 | $5,546-84.5% | $4,171-79.4% | $4,755-81.9% |
| Participant deferral / active EE | $1,074 | $4,849-77.9% | $4,084-73.7% | $6,713-84.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |