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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 | $6,156 | $84,236-92.7% | $170,435-96.4% | $70,126-91.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.83% | 23.06%-0.2pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $765 | $3,387-77.4% | $5,432-85.9% | $2,343-67.3% |
| Participant deferral / active EE | $983 | $3,086-68.1% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $149 | $5,698-97.4% | $13,881-98.9% | $4,645-96.8% |