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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 | $2,600 | $88,815-97.1% | $81,882-96.8% | $145,897-98.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 14.38% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $470 | $3,086-84.8% | $2,916-83.9% | $4,663-89.9% |
| Participant deferral / active EE | $843 | $4,647-81.9% | $4,323-80.5% | $6,689-87.4% |
| Admin fee / account holder | $107 | $8,434-98.7% | $7,360-98.5% | $13,390-99.2% |