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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 | $901 | $176,402-99.5% | $134,162-99.3% | $158,966-99.4% |
| Participation rate | 93.8% | 78.7%+15.0pp | 72.2%+21.6pp | 82.0%+11.8pp |
| Annual return | 18.09% | 63.66%-45.6pp | 36.35%-18.3pp | 302.95%-284.9pp |
| Employer contribution / active EE | $346 | $5,042-93.1% | $3,705-90.7% | $4,762-92.7% |
| Participant deferral / active EE | $653 | $4,093-84.0% | $3,500-81.3% | $5,983-89.1% |
| Admin fee / account holder | $18 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |