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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 | $4,333 | $167,353-97.4% | $143,797-97.0% | $134,545-96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2578.92% | 0.48%+2578.4pp | -0.04%+2579.0pp | 418.37%+2160.5pp |
| Employer contribution / active EE | $1,648 | $5,620-70.7% | $4,952-66.7% | $4,742-65.2% |
| Participant deferral / active EE | $2,932 | $6,447-54.5% | $5,638-48.0% | $6,401-54.2% |
| Admin fee / account holder | $6 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |