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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 | $20,469 | $93,617-78.1% | $135,982-84.9% | $75,177-72.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 965.27% | 30.89%+934.4pp | 68.32%+896.9pp | 160.75%+804.5pp |
| Employer contribution / active EE | $1,594 | $3,538-55.0% | $4,859-67.2% | $2,671-40.3% |
| Participant deferral / active EE | $5,070 | $6,406-20.9% | $7,760-34.7% | $4,126+22.9% |
| Admin fee / account holder | $111 | $6,980-98.4% | $10,767-99.0% | $5,651-98.0% |