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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 | $2,002 | $96,361-97.9% | $80,607-97.5% | $139,456-98.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.20% | 1350.95%-1328.7pp | 936.11%-913.9pp | 373.45%-351.2pp |
| Employer contribution / active EE | $752 | $3,262-77.0% | $2,724-72.4% | $4,753-84.2% |
| Participant deferral / active EE | $1,285 | $5,232-75.4% | $4,448-71.1% | $6,711-80.9% |
| Admin fee / account holder | $161 | $6,601-97.6% | $5,379-97.0% | $11,407-98.6% |