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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 | $3,877 | $167,030-97.7% | $135,768-97.1% | $155,188-97.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.80% | 678.39%-659.6pp | 526.10%-507.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $425 | $4,132-89.7% | $3,394-87.5% | $4,248-90.0% |
| Participant deferral / active EE | $620 | $4,528-86.3% | $3,977-84.4% | $6,531-90.5% |
| Admin fee / account holder | $206 | $8,172-97.5% | $7,048-97.1% | $14,480-98.6% |