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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 | $2,524 | $96,361-97.4% | $80,607-96.9% | $139,456-98.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 25.31% | 1350.95%-1325.6pp | 936.11%-910.8pp | 373.45%-348.1pp |
| Employer contribution / active EE | $743 | $3,262-77.2% | $2,724-72.7% | $4,753-84.4% |
| Participant deferral / active EE | $1,154 | $5,232-77.9% | $4,448-74.1% | $6,711-82.8% |
| Admin fee / account holder | $51 | $6,601-99.2% | $5,379-99.1% | $11,407-99.6% |