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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 | $3,737 | $77,449-95.2% | $69,483-94.6% | $152,909-97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.07% | 39.09%-23.0pp | 28.99%-12.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $625 | $3,316-81.1% | $2,780-77.5% | $4,764-86.9% |
| Participant deferral / active EE | $2,943 | $4,415-33.3% | $3,537-16.8% | $5,851-49.7% |
| Admin fee / account holder | $26 | $6,210-99.6% | $3,841-99.3% | $11,601-99.8% |