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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 | $2,117 | $88,778-97.6% | $81,844-97.4% | $145,884-98.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 26.66% | 1033.03%-1006.4pp | 778.87%-752.2pp | 551.85%-525.2pp |
| Employer contribution / active EE | $1,186 | $3,087-61.6% | $2,916-59.3% | $4,662-74.6% |
| Participant deferral / active EE | $1,330 | $4,648-71.4% | $4,323-69.2% | $6,690-80.1% |
| Admin fee / account holder | $40 | $8,430-99.5% | $7,355-99.5% | $13,392-99.7% |