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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 | $167,030-98.2% | $135,768-97.8% | $155,188-98.1% |
| Participation rate | 71.4% | 76.2%-4.7pp | 71.1%+0.4pp | 80.8%-9.4pp |
| Annual return | 26.51% | 678.39%-651.9pp | 526.10%-499.6pp | 148.84%-122.3pp |
| Employer contribution / active EE | $671 | $4,132-83.8% | $3,394-80.2% | $4,248-84.2% |
| Participant deferral / active EE | $839 | $4,528-81.5% | $3,977-78.9% | $6,531-87.2% |
| Admin fee / account holder | $21 | $8,172-99.7% | $7,048-99.7% | $14,480-99.9% |