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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 | $3,230 | $121,677-97.3% | $104,625-96.9% | $158,966-98.0% |
| Participation rate | 91.7% | 77.5%+14.1pp | 74.1%+17.6pp | 82.0%+9.7pp |
| Annual return | 28.74% | 465.58%-436.8pp | 340.60%-311.9pp | 302.95%-274.2pp |
| Employer contribution / active EE | $413 | $3,165-87.0% | $2,681-84.6% | $4,762-91.3% |
| Participant deferral / active EE | $777 | $4,175-81.4% | $3,738-79.2% | $5,983-87.0% |
| Admin fee / account holder | $20 | $7,777-99.7% | $6,465-99.7% | $11,250-99.8% |