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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 | $154,754-98.2% | $124,206-97.7% | $138,895-98.0% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.6%+8.2pp | 79.9%-2.1pp |
| Annual return | 19.17% | 709.28%-690.1pp | 515.27%-496.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $474 | $4,446-89.3% | $3,540-86.6% | $4,194-88.7% |
| Participant deferral / active EE | $647 | $4,621-86.0% | $3,968-83.7% | $6,396-89.9% |
| Admin fee / account holder | $280 | $6,690-95.8% | $5,929-95.3% | $12,562-97.8% |