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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 | $149,040-97.6% | $120,225-97.0% | $137,256-97.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.70% | 605.68%-583.0pp | 439.23%-416.5pp | 220.34%-197.6pp |
| Employer contribution / active EE | $193 | $4,350-95.6% | $3,475-94.4% | $4,156-95.4% |
| Participant deferral / active EE | $922 | $4,655-80.2% | $3,999-76.9% | $6,407-85.6% |
| Admin fee / account holder | $66 | $6,348-99.0% | $5,696-98.8% | $12,270-99.5% |