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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 | $2,994 | $88,754-96.6% | $81,820-96.3% | $145,877-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.18% | 1031.77%-1019.6pp | 777.93%-765.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $814 | $3,085-73.6% | $2,915-72.1% | $4,663-82.5% |
| Participant deferral / active EE | $1,262 | $4,648-72.8% | $4,323-70.8% | $6,691-81.1% |
| Admin fee / account holder | $108 | $8,424-98.7% | $7,391-98.5% | $13,402-99.2% |