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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 | $23,031 | $234,190-90.2% | $180,320-87.2% | $198,609-88.4% |
| Participation rate | 81.8% | 77.1%+4.7pp | 71.5%+10.3pp | 82.4%-0.6pp |
| Annual return | 23.94% | 1057.44%-1033.5pp | 778.54%-754.6pp | 202.70%-178.8pp |
| Employer contribution / active EE | $1,588 | $5,258-69.8% | $4,108-61.3% | $5,055-68.6% |
| Participant deferral / active EE | $4,186 | $4,988-16.1% | $4,304-2.8% | $6,977-40.0% |
| Admin fee / account holder | $44 | $12,558-99.7% | $10,000-99.6% | $19,030-99.8% |