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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 | $4,509 | $176,402-97.4% | $134,162-96.6% | $158,966-97.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 9.86% | 63.66%-53.8pp | 36.35%-26.5pp | 302.95%-293.1pp |
| Employer contribution / active EE | $880 | $5,042-82.5% | $3,705-76.2% | $4,762-81.5% |
| Participant deferral / active EE | $2,247 | $4,093-45.1% | $3,500-35.8% | $5,983-62.4% |
| Admin fee / account holder | $6 | $8,719-99.9% | $6,685-99.9% | $11,250-99.9% |