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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 | $7,936 | $102,663-92.3% | $86,216-90.8% | $139,466-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 32.05% | 1924.52%-1892.5pp | 1169.42%-1137.4pp | 373.66%-341.6pp |
| Employer contribution / active EE | $2,240 | $3,035-26.2% | $2,382-6.0% | $4,754-52.9% |
| Participant deferral / active EE | $3,996 | $4,677-14.6% | $3,986+0.2% | $6,712-40.5% |
| Admin fee / account holder | $18 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |