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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 | $3,865 | $149,040-97.4% | $120,225-96.8% | $137,256-97.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 27.79% | 605.68%-577.9pp | 439.23%-411.4pp | 220.34%-192.5pp |
| Employer contribution / active EE | $607 | $4,350-86.1% | $3,475-82.5% | $4,156-85.4% |
| Participant deferral / active EE | $1,729 | $4,655-62.9% | $3,999-56.8% | $6,407-73.0% |
| Admin fee / account holder | $19 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |