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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 | $2,071 | $93,346-97.8% | $71,796-97.1% | $273,972-99.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 15.10% | 130.39%-115.3pp | 78.04%-62.9pp | 41.46%-26.4pp |
| Employer contribution / active EE | $830 | $2,733-69.6% | $1,924-56.9% | $4,869-82.9% |
| Participant deferral / active EE | $1,270 | $3,475-63.4% | $2,794-54.5% | $5,287-76.0% |
| Admin fee / account holder | $123 | $6,571-98.1% | $4,815-97.4% | $10,133-98.8% |