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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 | $2,018 | $109,372-98.2% | $89,414-97.7% | $158,966-98.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 65.13% | 345.55%-280.4pp | 245.50%-180.4pp | 302.95%-237.8pp |
| Employer contribution / active EE | $460 | $3,171-85.5% | $2,586-82.2% | $4,762-90.3% |
| Participant deferral / active EE | $1,290 | $4,598-71.9% | $3,890-66.8% | $5,983-78.4% |
| Admin fee / account holder | $97 | $6,156-98.4% | $4,883-98.0% | $11,250-99.1% |