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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 | $37,851 | $282,126-86.6% | $282,126-86.6% | $254,510-85.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 41.9%+58.1pp | 43.0%+57.0pp |
| Annual return | 4.36% | 1315.74%-1311.4pp | 1087.39%-1083.0pp | 259.14%-254.8pp |
| Employer contribution / active EE | $2,056 | $46,882-95.6% | $42,245-95.1% | $41,471-95.0% |
| Participant deferral / active EE | $3,220 | $84+3742.9% | $120+2585.1% | $153+2003.6% |
| Admin fee / account holder | $172 | $2,639-93.5% | $2,639-93.5% | $21,546-99.2% |