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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 | $162,529-98.3% | $130,788-97.9% | $154,746-98.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.75% | 510.48%-488.7pp | 386.44%-364.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $459 | $4,447-89.7% | $3,558-87.1% | $4,379-89.5% |
| Participant deferral / active EE | $1,139 | $4,808-76.3% | $4,137-72.5% | $6,730-83.1% |
| Admin fee / account holder | $12 | $7,669-99.8% | $6,673-99.8% | $14,365-99.9% |