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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 | $154,754-97.5% | $124,206-96.9% | $138,895-97.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.80% | 709.28%-690.5pp | 515.27%-496.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $425 | $4,446-90.4% | $3,540-88.0% | $4,194-89.9% |
| Participant deferral / active EE | $620 | $4,621-86.6% | $3,968-84.4% | $6,396-90.3% |
| Admin fee / account holder | $206 | $6,690-96.9% | $5,929-96.5% | $12,562-98.4% |