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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 | $3,658 | $176,402-97.9% | $134,162-97.3% | $158,982-97.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.30% | 63.66%-45.4pp | 36.35%-18.0pp | 302.99%-284.7pp |
| Employer contribution / active EE | $712 | $5,042-85.9% | $3,705-80.8% | $4,763-85.1% |
| Participant deferral / active EE | $360 | $4,093-91.2% | $3,500-89.7% | $5,983-94.0% |
| Admin fee / account holder | $33 | $8,719-99.6% | $6,685-99.5% | $11,252-99.7% |