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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 | $154,754-99.0% | $124,206-98.8% | $138,895-98.9% |
| Participation rate | 95.0% | 75.5%+19.5pp | 69.6%+25.4pp | 79.9%+15.1pp |
| Annual return | 26.12% | 709.28%-683.2pp | 515.27%-489.2pp | 145.39%-119.3pp |
| Employer contribution / active EE | $253 | $4,446-94.3% | $3,540-92.9% | $4,194-94.0% |
| Participant deferral / active EE | $718 | $4,621-84.5% | $3,968-81.9% | $6,396-88.8% |
| Admin fee / account holder | $13 | $6,690-99.8% | $5,929-99.8% | $12,562-99.9% |