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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 | $3,607 | $154,754-97.7% | $124,206-97.1% | $138,895-97.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 22.70% | 709.28%-686.6pp | 515.27%-492.6pp | 145.39%-122.7pp |
| Employer contribution / active EE | $193 | $4,446-95.7% | $3,540-94.5% | $4,194-95.4% |
| Participant deferral / active EE | $922 | $4,621-80.0% | $3,968-76.8% | $6,396-85.6% |
| Admin fee / account holder | $66 | $6,690-99.0% | $5,929-98.9% | $12,562-99.5% |