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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 | $3,242 | $99,009-96.7% | $86,581-96.3% | $147,585-97.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 41.54% | 1312.70%-1271.2pp | 965.06%-923.5pp | 578.58%-537.0pp |
| Employer contribution / active EE | $3,780 | $3,132+20.7% | $2,840+33.1% | $4,876-22.5% |
| Participant deferral / active EE | $3,004 | $3,972-24.4% | $3,609-16.8% | $5,439-44.8% |
| Admin fee / account holder | $6 | $5,709-99.9% | $4,904-99.9% | $10,886-99.9% |