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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 | $4,122 | $114,093-96.4% | $96,171-95.7% | $167,536-97.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 348.07% | 190.00%+158.1pp | 192.04%+156.0pp | 478.82%-130.7pp |
| Employer contribution / active EE | $644 | $3,429-81.2% | $2,799-77.0% | $4,839-86.7% |
| Participant deferral / active EE | $1,007 | $5,197-80.6% | $4,350-76.9% | $6,342-84.1% |
| Admin fee / account holder | $8 | $6,899-99.9% | $5,538-99.9% | $12,315-99.9% |