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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 | $3,154 | $96,388-96.7% | $80,627-96.1% | $139,466-97.7% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 27.30% | 1352.08%-1324.8pp | 936.76%-909.5pp | 373.66%-346.4pp |
| Employer contribution / active EE | $727 | $3,260-77.7% | $2,723-73.3% | $4,754-84.7% |
| Participant deferral / active EE | $1,000 | $5,224-80.9% | $4,443-77.5% | $6,712-85.1% |
| Admin fee / account holder | $5 | $6,603-99.9% | $5,381-99.9% | $11,409-100.0% |