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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 | $13,278 | $150,447-91.2% | $136,298-90.3% | $147,586-91.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.31% | 1049.15%-1027.8pp | 5156.27%-5135.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,208 | $5,256-77.0% | $4,696-74.3% | $4,876-75.2% |
| Participant deferral / active EE | $3,098 | $6,631-53.3% | $6,247-50.4% | $5,439-43.0% |
| Admin fee / account holder | $238 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |