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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 | $6,618 | $202,440-96.7% | $169,390-96.1% | $139,466-95.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 67.25% | 532.36%-465.1pp | 406.07%-338.8pp | 373.66%-306.4pp |
| Employer contribution / active EE | $1,059 | $4,693-77.4% | $4,013-73.6% | $4,754-77.7% |
| Participant deferral / active EE | $4,331 | $6,940-37.6% | $6,222-30.4% | $6,712-35.5% |
| Admin fee / account holder | $10 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |