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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 | $21,745 | $150,447-85.5% | $136,298-84.0% | $147,586-85.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.64% | 1049.15%-1014.5pp | 5156.27%-5121.6pp | 578.59%-544.0pp |
| Employer contribution / active EE | $1,157 | $5,256-78.0% | $4,696-75.4% | $4,876-76.3% |
| Participant deferral / active EE | $3,001 | $6,631-54.7% | $6,247-52.0% | $5,439-44.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |