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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 | $3,724 | $112,729-96.7% | $98,716-96.2% | $137,256-97.3% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 11.35% | 38.48%-27.1pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $799 | $2,725-70.7% | $2,279-64.9% | $4,156-80.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $39 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |