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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 | $2,784 | $88,754-96.9% | $81,820-96.6% | $145,877-98.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.35% | 1031.77%-1009.4pp | 777.93%-755.6pp | 551.28%-528.9pp |
| Employer contribution / active EE | $657 | $3,085-78.7% | $2,915-77.5% | $4,663-85.9% |
| Participant deferral / active EE | $876 | $4,648-81.2% | $4,323-79.7% | $6,691-86.9% |
| Admin fee / account holder | $3 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |