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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 | $3,115 | $103,008-97.0% | $90,304-96.6% | $152,897-98.0% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.5%-11.0pp |
| Annual return | 40.44% | 95.22%-54.8pp | 78.13%-37.7pp | 345.43%-305.0pp |
| Employer contribution / active EE | $812 | $3,139-74.1% | $2,855-71.6% | $4,764-83.0% |
| Participant deferral / active EE | $1,387 | $4,281-67.6% | $3,885-64.3% | $5,851-76.3% |
| Admin fee / account holder | $37 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |