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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 | $3,098 | $217,427-98.6% | $185,837-98.3% | $167,518-98.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 31.51% | 148.39%-116.9pp | 122.08%-90.6pp | 478.71%-447.2pp |
| Employer contribution / active EE | $1,846 | $5,874-68.6% | $5,168-64.3% | $4,838-61.9% |
| Participant deferral / active EE | $2,349 | $6,357-63.0% | $5,568-57.8% | $6,342-63.0% |
| Admin fee / account holder | $16 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |