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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 | $2,827 | $226,135-98.7% | $182,558-98.5% | $152,909-98.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.94% | 192.60%-166.7pp | 148.59%-122.7pp | 345.46%-319.5pp |
| Employer contribution / active EE | $871 | $4,979-82.5% | $4,076-78.6% | $4,764-81.7% |
| Participant deferral / active EE | $1,338 | $6,371-79.0% | $5,526-75.8% | $5,851-77.1% |
| Admin fee / account holder | $16 | $10,707-99.9% | $8,594-99.8% | $11,601-99.9% |