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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 | $154,754-98.1% | $124,206-97.6% | $138,895-97.9% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.6%+1.8pp | 79.9%-8.5pp |
| Annual return | 26.51% | 709.28%-682.8pp | 515.27%-488.8pp | 145.39%-118.9pp |
| Employer contribution / active EE | $671 | $4,446-84.9% | $3,540-81.0% | $4,194-84.0% |
| Participant deferral / active EE | $839 | $4,621-81.8% | $3,968-78.9% | $6,396-86.9% |
| Admin fee / account holder | $21 | $6,690-99.7% | $5,929-99.6% | $12,562-99.8% |