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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 | $2,739 | $167,030-98.4% | $135,768-98.0% | $155,188-98.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.75% | 678.39%-656.6pp | 526.10%-504.3pp | 148.84%-127.1pp |
| Employer contribution / active EE | $459 | $4,132-88.9% | $3,394-86.5% | $4,248-89.2% |
| Participant deferral / active EE | $1,139 | $4,528-74.8% | $3,977-71.4% | $6,531-82.6% |
| Admin fee / account holder | $12 | $8,172-99.9% | $7,048-99.8% | $14,480-99.9% |