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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 | $2,788 | $169,237-98.4% | $129,339-97.8% | $145,978-98.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 24.64% | 14364.43%-14339.8pp | 9437.05%-9412.4pp | 550.52%-525.9pp |
| Employer contribution / active EE | $784 | $5,540-85.9% | $4,154-81.1% | $4,662-83.2% |
| Participant deferral / active EE | $1,446 | $4,991-71.0% | $4,170-65.3% | $6,690-78.4% |
| Admin fee / account holder | $14 | $9,882-99.9% | $7,668-99.8% | $13,400-99.9% |