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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 | $4,073 | $167,030-97.6% | $135,768-97.0% | $155,188-97.4% |
| Participation rate | 81.0% | 76.2%+4.8pp | 71.1%+9.9pp | 80.8%+0.1pp |
| Annual return | 42.16% | 678.39%-636.2pp | 526.10%-483.9pp | 148.84%-106.7pp |
| Employer contribution / active EE | $1,115 | $4,132-73.0% | $3,394-67.1% | $4,248-73.7% |
| Participant deferral / active EE | $1,181 | $4,528-73.9% | $3,977-70.3% | $6,531-81.9% |
| Admin fee / account holder | $7 | $8,172-99.9% | $7,048-99.9% | $14,480-100.0% |