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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 | $2,870 | $114,093-97.5% | $96,171-97.0% | $167,536-98.3% |
| Participation rate | 87.0% | 75.1%+11.9pp | 68.4%+18.5pp | 82.1%+4.8pp |
| Annual return | 8.91% | 190.00%-181.1pp | 192.04%-183.1pp | 478.82%-469.9pp |
| Employer contribution / active EE | $875 | $3,429-74.5% | $2,799-68.7% | $4,839-81.9% |
| Participant deferral / active EE | $1,087 | $5,197-79.1% | $4,350-75.0% | $6,342-82.9% |
| Admin fee / account holder | $157 | $6,899-97.7% | $5,538-97.2% | $12,315-98.7% |