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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 | $6,916 | $114,093-93.9% | $96,171-92.8% | $167,536-95.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 36.16% | 190.00%-153.8pp | 192.04%-155.9pp | 478.82%-442.7pp |
| Employer contribution / active EE | $618 | $3,429-82.0% | $2,799-77.9% | $4,839-87.2% |
| Participant deferral / active EE | $3,515 | $5,197-32.4% | $4,350-19.2% | $6,342-44.6% |
| Admin fee / account holder | $4 | $6,899-99.9% | $5,538-99.9% | $12,315-100.0% |