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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 | $88,702-97.3% | $81,780-97.1% | $145,978-98.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.22% | 1029.12%-1011.9pp | 776.27%-759.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $508 | $3,084-83.5% | $2,914-82.6% | $4,662-89.1% |
| Participant deferral / active EE | $1,037 | $4,645-77.7% | $4,321-76.0% | $6,690-84.5% |
| Admin fee / account holder | $21 | $8,414-99.8% | $7,384-99.7% | $13,400-99.8% |