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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 | $2,917 | $108,212-97.3% | $77,513-96.2% | $158,966-98.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.03% | 31.67%-16.6pp | 54.81%-39.8pp | 302.95%-287.9pp |
| Employer contribution / active EE | $50 | $1,325-96.3% | $987-95.0% | $4,762-99.0% |
| Participant deferral / active EE | $495 | $2,455-79.8% | $1,861-73.4% | $5,983-91.7% |
| Admin fee / account holder | $9 | $3,709-99.8% | $2,859-99.7% | $11,250-99.9% |