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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 | $1,454 | $169,361-99.1% | $129,397-98.9% | $145,877-99.0% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 20.89% | 14395.54%-14374.7pp | 9453.98%-9433.1pp | 551.28%-530.4pp |
| Employer contribution / active EE | $360 | $5,542-93.5% | $4,154-91.3% | $4,663-92.3% |
| Participant deferral / active EE | $475 | $4,987-90.5% | $4,167-88.6% | $6,691-92.9% |
| Admin fee / account holder | $8 | $9,903-99.9% | $7,679-99.9% | $13,402-99.9% |