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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 | $3,089 | $102,663-97.0% | $86,216-96.4% | $139,466-97.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.80% | 1924.52%-1894.7pp | 1169.42%-1139.6pp | 373.66%-343.9pp |
| Employer contribution / active EE | $944 | $3,035-68.9% | $2,382-60.3% | $4,754-80.1% |
| Participant deferral / active EE | $1,213 | $4,677-74.1% | $3,986-69.6% | $6,712-81.9% |
| Admin fee / account holder | $182 | $8,663-97.9% | $6,853-97.3% | $11,409-98.4% |