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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 | $3,047 | $169,336-98.2% | $129,384-97.6% | $145,884-97.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 43.61% | 14408.70%-14365.1pp | 9461.77%-9418.2pp | 551.85%-508.2pp |
| Employer contribution / active EE | $201 | $5,540-96.4% | $4,153-95.2% | $4,662-95.7% |
| Participant deferral / active EE | $1,924 | $4,985-61.4% | $4,166-53.8% | $6,690-71.2% |
| Admin fee / account holder | $33 | $9,912-99.7% | $7,686-99.6% | $13,392-99.8% |