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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 | $4,148 | $149,040-97.2% | $120,225-96.5% | $137,256-97.0% |
| Participation rate | 92.9% | 75.4%+17.4pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 20.53% | 605.68%-585.2pp | 439.23%-418.7pp | 220.34%-199.8pp |
| Employer contribution / active EE | $453 | $4,350-89.6% | $3,475-87.0% | $4,156-89.1% |
| Participant deferral / active EE | $968 | $4,655-79.2% | $3,999-75.8% | $6,407-84.9% |
| Admin fee / account holder | $12 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |