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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 | $2,949 | $149,040-98.0% | $120,225-97.5% | $137,256-97.9% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 26.51% | 605.68%-579.2pp | 439.23%-412.7pp | 220.34%-193.8pp |
| Employer contribution / active EE | $671 | $4,350-84.6% | $3,475-80.7% | $4,156-83.9% |
| Participant deferral / active EE | $839 | $4,655-82.0% | $3,999-79.0% | $6,407-86.9% |
| Admin fee / account holder | $21 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |