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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 | $1,678 | $172,111-99.0% | $150,298-98.9% | $137,256-98.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.88% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,090 | $4,636-76.5% | $4,154-73.8% | $4,156-73.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |