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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 | $4,099 | $102,635-96.0% | $86,209-95.2% | $139,456-97.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 38.59% | 1923.53%-1884.9pp | 1169.05%-1130.5pp | 373.45%-334.9pp |
| Employer contribution / active EE | $1,103 | $3,034-63.6% | $2,381-53.7% | $4,753-76.8% |
| Participant deferral / active EE | $2,144 | $4,677-54.2% | $3,986-46.2% | $6,711-68.1% |
| Admin fee / account holder | $44 | $8,661-99.5% | $6,853-99.4% | $11,407-99.6% |