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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 | $3,427 | $100,895-96.6% | $90,430-96.2% | $158,950-97.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 17.59% | 1725.54%-1708.0pp | 1293.73%-1276.1pp | 302.91%-285.3pp |
| Employer contribution / active EE | $994 | $3,689-73.0% | $3,262-69.5% | $4,762-79.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30 | $6,505-99.5% | $5,613-99.5% | $11,248-99.7% |