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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 | $752 | $167,030-99.5% | $135,768-99.4% | $155,188-99.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 26.92% | 678.39%-651.5pp | 526.10%-499.2pp | 148.84%-121.9pp |
| Employer contribution / active EE | $2 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $584 | $4,528-87.1% | $3,977-85.3% | $6,531-91.1% |
| Admin fee / account holder | $11 | $8,172-99.9% | $7,048-99.8% | $14,480-99.9% |