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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 | $12,055 | $167,353-92.8% | $143,797-91.6% | $134,545-91.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | 1084.21% | 0.48%+1083.7pp | -0.04%+1084.2pp | 418.37%+665.8pp |
| Employer contribution / active EE | $2,458 | $5,620-56.3% | $4,952-50.4% | $4,742-48.2% |
| Participant deferral / active EE | $4,971 | $6,447-22.9% | $5,638-11.8% | $6,401-22.3% |
| Admin fee / account holder | $9 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |