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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 | $3,979 | $167,030-97.6% | $135,768-97.1% | $155,188-97.4% |
| Participation rate | 89.5% | 76.2%+13.3pp | 71.1%+18.4pp | 80.8%+8.7pp |
| Annual return | 25.25% | 678.39%-653.1pp | 526.10%-500.8pp | 148.84%-123.6pp |
| Employer contribution / active EE | $863 | $4,132-79.1% | $3,394-74.6% | $4,248-79.7% |
| Participant deferral / active EE | $1,237 | $4,528-72.7% | $3,977-68.9% | $6,531-81.1% |
| Admin fee / account holder | $38 | $8,172-99.5% | $7,048-99.5% | $14,480-99.7% |