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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 | $2,235 | $169,237-98.7% | $129,339-98.3% | $145,978-98.5% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 19.81% | 14364.43%-14344.6pp | 9437.05%-9417.2pp | 550.52%-530.7pp |
| Employer contribution / active EE | $660 | $5,540-88.1% | $4,154-84.1% | $4,662-85.9% |
| Participant deferral / active EE | $945 | $4,991-81.1% | $4,170-77.3% | $6,690-85.9% |
| Admin fee / account holder | $6 | $9,882-99.9% | $7,668-99.9% | $13,400-100.0% |