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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 | $162,529-98.8% | $130,788-98.6% | $154,746-98.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 70.1%+8.5pp | 80.7%-2.1pp |
| Annual return | 25.49% | 510.48%-485.0pp | 386.44%-360.9pp | 172.34%-146.8pp |
| Employer contribution / active EE | $418 | $4,447-90.6% | $3,558-88.3% | $4,379-90.5% |
| Participant deferral / active EE | $691 | $4,808-85.6% | $4,137-83.3% | $6,730-89.7% |
| Admin fee / account holder | $7 | $7,669-99.9% | $6,673-99.9% | $14,365-100.0% |