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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 | $2,807 | $167,030-98.3% | $135,768-97.9% | $155,188-98.2% |
| Participation rate | 77.8% | 76.2%+1.6pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 19.17% | 678.39%-659.2pp | 526.10%-506.9pp | 148.84%-129.7pp |
| Employer contribution / active EE | $474 | $4,132-88.5% | $3,394-86.0% | $4,248-88.8% |
| Participant deferral / active EE | $647 | $4,528-85.7% | $3,977-83.7% | $6,531-90.1% |
| Admin fee / account holder | $280 | $8,172-96.6% | $7,048-96.0% | $14,480-98.1% |