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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 | $3,931 | $99,011-96.0% | $86,582-95.5% | $147,586-97.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.80% | 1312.75%-1285.9pp | 965.08%-938.3pp | 578.59%-551.8pp |
| Employer contribution / active EE | $1,312 | $3,132-58.1% | $2,839-53.8% | $4,876-73.1% |
| Participant deferral / active EE | $2,136 | $3,972-46.2% | $3,609-40.8% | $5,439-60.7% |
| Admin fee / account holder | $10 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |