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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 | $2,373 | $63,346-96.3% | $92,240-97.4% | $70,126-96.6% |
| Participation rate | 97.0% | 68.7%+28.3pp | 76.5%+20.5pp | 69.5%+27.4pp |
| Annual return | 15.85% | 530.19%-514.3pp | 176.29%-160.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $614 | $2,471-75.1% | $3,680-83.3% | $2,343-73.8% |
| Participant deferral / active EE | $1,241 | $2,854-56.5% | $3,897-68.2% | $3,332-62.8% |
| Admin fee / account holder | $15 | $3,841-99.6% | $5,194-99.7% | $4,645-99.7% |