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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 | $3,407 | $108,212-96.9% | $77,513-95.6% | $158,966-97.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 74.89% | 31.67%+43.2pp | 54.81%+20.1pp | 302.95%-228.1pp |
| Employer contribution / active EE | $1,200 | $1,325-9.4% | $987+21.6% | $4,762-74.8% |
| Participant deferral / active EE | $1,200 | $2,455-51.1% | $1,861-35.5% | $5,983-79.9% |
| Admin fee / account holder | $18 | $3,709-99.5% | $2,859-99.4% | $11,250-99.8% |