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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 | $96,419-96.1% | $80,648-95.3% | $139,487-97.3% |
| Participation rate | 89.5% | 73.6%+15.8pp | 67.0%+22.5pp | 80.3%+9.1pp |
| Annual return | 18.93% | 1352.86%-1333.9pp | 937.21%-918.3pp | 373.84%-354.9pp |
| Employer contribution / active EE | $553 | $3,261-83.0% | $2,724-79.7% | $4,755-88.4% |
| Participant deferral / active EE | $898 | $5,225-82.8% | $4,443-79.8% | $6,713-86.6% |
| Admin fee / account holder | $262 | $6,605-96.0% | $5,382-95.1% | $11,407-97.7% |