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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 | $3,209 | $88,702-96.4% | $81,780-96.1% | $145,978-97.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.99% | 1029.12%-1006.1pp | 776.27%-753.3pp | 550.52%-527.5pp |
| Employer contribution / active EE | $403 | $3,084-86.9% | $2,914-86.2% | $4,662-91.3% |
| Participant deferral / active EE | $2,368 | $4,645-49.0% | $4,321-45.2% | $6,690-64.6% |
| Admin fee / account holder | $7 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |