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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 | $4,194 | $104,937-96.0% | $84,628-95.0% | $152,897-97.3% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 30.47% | 373.88%-343.4pp | 258.80%-228.3pp | 345.43%-315.0pp |
| Employer contribution / active EE | $701 | $3,303-78.8% | $2,653-73.6% | $4,764-85.3% |
| Participant deferral / active EE | $1,536 | $4,690-67.2% | $3,900-60.6% | $5,851-73.7% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |