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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 | $2,265 | $154,754-98.5% | $124,206-98.2% | $138,895-98.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 26.55% | 709.28%-682.7pp | 515.27%-488.7pp | 145.39%-118.8pp |
| Employer contribution / active EE | $340 | $4,446-92.3% | $3,540-90.4% | $4,194-91.9% |
| Participant deferral / active EE | $522 | $4,621-88.7% | $3,968-86.8% | $6,396-91.8% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |