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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 | $5,428 | $185,225-97.1% | $142,898-96.2% | $167,536-96.8% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 78.80% | 8558.12%-8479.3pp | 5639.64%-5560.8pp | 478.82%-400.0pp |
| Employer contribution / active EE | $687 | $5,607-87.7% | $4,146-83.4% | $4,839-85.8% |
| Participant deferral / active EE | $1,557 | $4,496-65.4% | $3,838-59.4% | $6,342-75.5% |
| Admin fee / account holder | $24 | $8,032-99.7% | $6,560-99.6% | $12,315-99.8% |