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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 | $3,391 | $109,863-96.9% | $98,477-96.6% | $167,518-98.0% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 17.14% | 1958.09%-1941.0pp | 1493.59%-1476.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $716 | $3,225-77.8% | $2,961-75.8% | $4,838-85.2% |
| Participant deferral / active EE | $1,273 | $4,673-72.8% | $4,276-70.2% | $6,342-79.9% |
| Admin fee / account holder | $293 | $6,755-95.7% | $5,951-95.1% | $12,312-97.6% |