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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 | $4,566 | $149,040-96.9% | $120,225-96.2% | $137,256-96.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.19% | 605.68%-584.5pp | 439.23%-418.0pp | 220.34%-199.1pp |
| Employer contribution / active EE | $270 | $4,350-93.8% | $3,475-92.2% | $4,156-93.5% |
| Participant deferral / active EE | $1,731 | $4,655-62.8% | $3,999-56.7% | $6,407-73.0% |
| Admin fee / account holder | $72 | $6,348-98.9% | $5,696-98.7% | $12,270-99.4% |