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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 | $5,069 | $180,749-97.2% | $160,784-96.8% | $137,256-96.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 25.07% | 2234.46%-2209.4pp | 1803.92%-1778.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $778 | $4,155-81.3% | $3,733-79.2% | $4,156-81.3% |
| Participant deferral / active EE | $1,821 | $6,844-73.4% | $6,293-71.1% | $6,407-71.6% |
| Admin fee / account holder | $17 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |