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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 | $2,840 | $149,040-98.1% | $120,225-97.6% | $137,256-97.9% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 28.19% | 605.68%-577.5pp | 439.23%-411.0pp | 220.34%-192.2pp |
| Employer contribution / active EE | $550 | $4,350-87.4% | $3,475-84.2% | $4,156-86.8% |
| Participant deferral / active EE | $1,031 | $4,655-77.9% | $3,999-74.2% | $6,407-83.9% |
| Admin fee / account holder | $16 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |