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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 | $11,623 | $99,994-88.4% | $146,647-92.1% | $85,851-86.5% |
| Participation rate | 80.8% | 73.1%+7.7pp | 80.1%+0.7pp | 69.3%+11.4pp |
| Annual return | 1137.48% | 18.93%+1118.6pp | 22.75%+1114.7pp | 318.63%+818.8pp |
| Employer contribution / active EE | $1,014 | $2,559-60.4% | $4,137-75.5% | $2,565-60.5% |
| Participant deferral / active EE | $2,667 | $4,006-33.4% | $5,506-51.6% | $3,952-32.5% |
| Admin fee / account holder | $138 | $7,703-98.2% | $10,281-98.7% | $6,261-97.8% |