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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 | $3,249 | $125,778-97.4% | $114,563-97.2% | $154,746-97.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 30.96% | 295.14%-264.2pp | 241.09%-210.1pp | 172.34%-141.4pp |
| Employer contribution / active EE | $824 | $2,806-70.6% | $2,592-68.2% | $4,379-81.2% |
| Participant deferral / active EE | $1,139 | $4,445-74.4% | $4,142-72.5% | $6,730-83.1% |
| Admin fee / account holder | $111 | $8,190-98.6% | $7,623-98.5% | $14,365-99.2% |