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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 | $3,191 | $157,276-98.0% | $141,177-97.7% | $152,885-97.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 303.04% | 64.33%+238.7pp | 71.40%+231.6pp | 345.39%-42.4pp |
| Employer contribution / active EE | $1,645 | $5,262-68.7% | $4,736-65.3% | $4,763-65.5% |
| Participant deferral / active EE | $3,254 | $7,110-54.2% | $6,710-51.5% | $5,851-44.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |