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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 | $2,185 | $103,008-97.9% | $90,304-97.6% | $152,897-98.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 1526.67% | 95.22%+1431.4pp | 78.13%+1448.5pp | 345.43%+1181.2pp |
| Employer contribution / active EE | $649 | $3,139-79.3% | $2,855-77.3% | $4,764-86.4% |
| Participant deferral / active EE | $1,001 | $4,281-76.6% | $3,885-74.2% | $5,851-82.9% |
| Admin fee / account holder | $8 | $6,175-99.9% | $5,354-99.9% | $11,599-99.9% |