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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 | $3,379 | $176,077-98.1% | $159,455-97.9% | $167,518-98.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.31% | 331.83%-307.5pp | 263.63%-239.3pp | 478.71%-454.4pp |
| Employer contribution / active EE | $1,202 | $5,298-77.3% | $4,830-75.1% | $4,838-75.2% |
| Participant deferral / active EE | $2,609 | $7,751-66.3% | $7,353-64.5% | $6,342-58.9% |
| Admin fee / account holder | $83 | $12,556-99.3% | $10,800-99.2% | $12,312-99.3% |