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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 | $2,383 | $88,815-97.3% | $81,882-97.1% | $145,897-98.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.22% | 1033.75%-1016.5pp | 779.47%-762.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $508 | $3,086-83.5% | $2,916-82.6% | $4,663-89.1% |
| Participant deferral / active EE | $1,037 | $4,647-77.7% | $4,323-76.0% | $6,689-84.5% |
| Admin fee / account holder | $21 | $8,434-99.8% | $7,360-99.7% | $13,390-99.8% |