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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 | $2,028 | $102,595-98.0% | $94,057-97.8% | $154,746-98.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.27% | 583.42%-567.1pp | 480.62%-464.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $833 | $3,147-73.5% | $2,933-71.6% | $4,379-81.0% |
| Participant deferral / active EE | $2,079 | $5,118-59.4% | $4,709-55.9% | $6,730-69.1% |
| Admin fee / account holder | $26 | $7,736-99.7% | $7,244-99.6% | $14,365-99.8% |