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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 | $2,651 | $169,361-98.4% | $129,397-98.0% | $145,877-98.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.41% | 14395.54%-14373.1pp | 9453.98%-9431.6pp | 551.28%-528.9pp |
| Employer contribution / active EE | $949 | $5,542-82.9% | $4,154-77.2% | $4,663-79.7% |
| Participant deferral / active EE | $949 | $4,987-81.0% | $4,167-77.2% | $6,691-85.8% |
| Admin fee / account holder | $3 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |