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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 | $2,065 | $106,974-98.1% | $90,796-97.7% | $138,895-98.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 98.18% | 20.10%+78.1pp | 19.29%+78.9pp | 145.39%-47.2pp |
| Employer contribution / active EE | $825 | $2,609-68.4% | $2,294-64.0% | $4,194-80.3% |
| Participant deferral / active EE | $1,494 | $4,455-66.5% | $3,822-60.9% | $6,396-76.6% |
| Admin fee / account holder | $21 | $8,626-99.8% | $7,024-99.7% | $12,562-99.8% |