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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 | $1,526 | $167,030-99.1% | $135,768-98.9% | $155,188-99.0% |
| Participation rate | 95.0% | 76.2%+18.8pp | 71.1%+23.9pp | 80.8%+14.2pp |
| Annual return | 26.12% | 678.39%-652.3pp | 526.10%-500.0pp | 148.84%-122.7pp |
| Employer contribution / active EE | $253 | $4,132-93.9% | $3,394-92.6% | $4,248-94.1% |
| Participant deferral / active EE | $718 | $4,528-84.1% | $3,977-81.9% | $6,531-89.0% |
| Admin fee / account holder | $13 | $8,172-99.8% | $7,048-99.8% | $14,480-99.9% |