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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 | $1,596 | $100,895-98.4% | $90,430-98.2% | $158,950-99.0% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 114.08% | 1725.54%-1611.5pp | 1293.73%-1179.6pp | 302.91%-188.8pp |
| Employer contribution / active EE | $383 | $3,689-89.6% | $3,262-88.3% | $4,762-92.0% |
| Participant deferral / active EE | $769 | $4,347-82.3% | $3,963-80.6% | $5,983-87.1% |
| Admin fee / account holder | $8 | $6,505-99.9% | $5,613-99.8% | $11,248-99.9% |