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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 | $88,754-97.3% | $81,820-97.1% | $145,877-98.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.22% | 1031.77%-1014.5pp | 777.93%-760.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $508 | $3,085-83.5% | $2,915-82.6% | $4,663-89.1% |
| Participant deferral / active EE | $1,037 | $4,648-77.7% | $4,323-76.0% | $6,691-84.5% |
| Admin fee / account holder | $21 | $8,424-99.8% | $7,391-99.7% | $13,402-99.8% |