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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 | $9,322 | $102,663-90.9% | $86,216-89.2% | $139,466-93.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.87% | 1924.52%-1900.6pp | 1169.42%-1145.5pp | 373.66%-349.8pp |
| Employer contribution / active EE | $782 | $3,035-74.2% | $2,382-67.2% | $4,754-83.6% |
| Participant deferral / active EE | $4,431 | $4,677-5.3% | $3,986+11.2% | $6,712-34.0% |
| Admin fee / account holder | $91 | $8,663-99.0% | $6,853-98.7% | $11,409-99.2% |