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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 | $149,040-98.2% | $120,225-97.7% | $137,256-98.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.75% | 605.68%-583.9pp | 439.23%-417.5pp | 220.34%-198.6pp |
| Employer contribution / active EE | $459 | $4,350-89.4% | $3,475-86.8% | $4,156-89.0% |
| Participant deferral / active EE | $1,139 | $4,655-75.5% | $3,999-71.5% | $6,407-82.2% |
| Admin fee / account holder | $12 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |