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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 | $3,538 | $96,388-96.3% | $80,627-95.6% | $139,466-97.5% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 44.42% | 1352.08%-1307.7pp | 936.76%-892.3pp | 373.66%-329.2pp |
| Employer contribution / active EE | $792 | $3,260-75.7% | $2,723-70.9% | $4,754-83.3% |
| Participant deferral / active EE | $1,635 | $5,224-68.7% | $4,443-63.2% | $6,712-75.6% |
| Admin fee / account holder | $9 | $6,603-99.9% | $5,381-99.8% | $11,409-99.9% |