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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 | $1,088 | $167,030-99.3% | $135,768-99.2% | $155,188-99.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 29.31% | 678.39%-649.1pp | 526.10%-496.8pp | 148.84%-119.5pp |
| Employer contribution / active EE | $350 | $4,132-91.5% | $3,394-89.7% | $4,248-91.8% |
| Participant deferral / active EE | $525 | $4,528-88.4% | $3,977-86.8% | $6,531-92.0% |
| Admin fee / account holder | $20 | $8,172-99.8% | $7,048-99.7% | $14,480-99.9% |