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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 | $5,161 | $156,963-96.7% | $121,204-95.7% | $139,466-96.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.45% | 1476.75%-1456.3pp | 987.18%-966.7pp | 373.66%-353.2pp |
| Employer contribution / active EE | $685 | $5,544-87.7% | $4,170-83.6% | $4,754-85.6% |
| Participant deferral / active EE | $1,090 | $4,848-77.5% | $4,083-73.3% | $6,712-83.8% |
| Admin fee / account holder | $165 | $6,953-97.6% | $5,651-97.1% | $11,409-98.6% |