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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 | $7,265 | $100,868-92.8% | $90,414-92.0% | $158,931-95.4% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 146.16% | 1724.58%-1578.4pp | 1293.19%-1147.0pp | 302.86%-156.7pp |
| Employer contribution / active EE | $1,756 | $3,689-52.4% | $3,262-46.2% | $4,761-63.1% |
| Participant deferral / active EE | $1,871 | $4,348-57.0% | $3,963-52.8% | $5,982-68.7% |
| Admin fee / account holder | $6 | $6,502-99.9% | $5,611-99.9% | $11,247-99.9% |