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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 | $7,627 | $102,663-92.6% | $86,216-91.2% | $139,466-94.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 28.83% | 1924.52%-1895.7pp | 1169.42%-1140.6pp | 373.66%-344.8pp |
| Employer contribution / active EE | $2,263 | $3,035-25.4% | $2,382-5.0% | $4,754-52.4% |
| Participant deferral / active EE | $3,420 | $4,677-26.9% | $3,986-14.2% | $6,712-49.0% |
| Admin fee / account holder | $14 | $8,663-99.8% | $6,853-99.8% | $11,409-99.9% |