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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 | $11,070 | $165,939-93.3% | $122,354-91.0% | $147,586-92.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 270.62% | 34.56%+236.1pp | 30.28%+240.3pp | 578.59%-308.0pp |
| Employer contribution / active EE | $1,195 | $5,754-79.2% | $4,051-70.5% | $4,876-75.5% |
| Participant deferral / active EE | $6,701 | $4,005+67.3% | $3,287+103.9% | $5,439+23.2% |
| Admin fee / account holder | $89 | $7,425-98.8% | $5,479-98.4% | $10,886-99.2% |