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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 | $3,024 | $88,702-96.6% | $81,780-96.3% | $145,978-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.57% | 1029.12%-1008.6pp | 776.27%-755.7pp | 550.52%-530.0pp |
| Employer contribution / active EE | $672 | $3,084-78.2% | $2,914-76.9% | $4,662-85.6% |
| Participant deferral / active EE | $1,418 | $4,645-69.5% | $4,321-67.2% | $6,690-78.8% |
| Admin fee / account holder | $24 | $8,414-99.7% | $7,384-99.7% | $13,400-99.8% |