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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 | $3,838 | $125,778-96.9% | $114,563-96.7% | $154,746-97.5% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.9%+22.3pp | 80.7%+14.5pp |
| Annual return | 19.47% | 295.14%-275.7pp | 241.09%-221.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $228 | $2,806-91.9% | $2,592-91.2% | $4,379-94.8% |
| Participant deferral / active EE | $1,094 | $4,445-75.4% | $4,142-73.6% | $6,730-83.7% |
| Admin fee / account holder | $148 | $8,190-98.2% | $7,623-98.1% | $14,365-99.0% |