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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 | $1,886 | $149,040-98.7% | $120,225-98.4% | $137,256-98.6% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 25.49% | 605.68%-580.2pp | 439.23%-413.7pp | 220.34%-194.8pp |
| Employer contribution / active EE | $418 | $4,350-90.4% | $3,475-88.0% | $4,156-89.9% |
| Participant deferral / active EE | $691 | $4,655-85.2% | $3,999-82.7% | $6,407-89.2% |
| Admin fee / account holder | $7 | $6,348-99.9% | $5,696-99.9% | $12,270-99.9% |