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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 | $3,808 | $96,338-96.0% | $80,589-95.3% | $139,427-97.3% |
| Participation rate | 89.5% | 73.6%+15.8pp | 67.0%+22.5pp | 80.3%+9.2pp |
| Annual return | 18.93% | 1350.43%-1331.5pp | 935.83%-916.9pp | 373.27%-354.3pp |
| Employer contribution / active EE | $553 | $3,263-83.0% | $2,724-79.7% | $4,752-88.4% |
| Participant deferral / active EE | $898 | $5,234-82.8% | $4,449-79.8% | $6,711-86.6% |
| Admin fee / account holder | $262 | $6,600-96.0% | $5,379-95.1% | $11,404-97.7% |