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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 | $5,688 | $102,663-94.5% | $86,216-93.4% | $139,466-95.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 36.06% | 1924.52%-1888.5pp | 1169.42%-1133.4pp | 373.66%-337.6pp |
| Employer contribution / active EE | $1,266 | $3,035-58.3% | $2,382-46.9% | $4,754-73.4% |
| Participant deferral / active EE | $1,266 | $4,677-72.9% | $3,986-68.3% | $6,712-81.1% |
| Admin fee / account holder | $60 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |