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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 | $8,205 | $103,000-92.0% | $90,300-90.9% | $152,885-94.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 1104.66% | 95.19%+1009.5pp | 78.11%+1026.5pp | 345.39%+759.3pp |
| Employer contribution / active EE | $766 | $3,138-75.6% | $2,854-73.2% | $4,763-83.9% |
| Participant deferral / active EE | $1,043 | $4,281-75.6% | $3,884-73.2% | $5,851-82.2% |
| Admin fee / account holder | $59 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |