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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 | $3,899 | $112,131-96.5% | $95,964-95.9% | $158,982-97.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 328.09% | 171.19%+156.9pp | 91.64%+236.4pp | 302.99%+25.1pp |
| Employer contribution / active EE | $1,755 | $3,199-45.1% | $2,541-30.9% | $4,763-63.2% |
| Participant deferral / active EE | $2,882 | $4,784-39.8% | $4,167-30.8% | $5,983-51.8% |
| Admin fee / account holder | $15 | $10,136-99.8% | $6,797-99.8% | $11,252-99.9% |