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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 | $9,452 | $150,446-93.7% | $136,297-93.1% | $147,585-93.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.72% | 1049.14%-1020.4pp | 5156.19%-5127.5pp | 578.58%-549.9pp |
| Employer contribution / active EE | $2,102 | $5,256-60.0% | $4,696-55.2% | $4,876-56.9% |
| Participant deferral / active EE | $3,810 | $6,631-42.5% | $6,247-39.0% | $5,439-29.9% |
| Admin fee / account holder | $202 | $10,906-98.1% | $9,244-97.8% | $10,886-98.1% |