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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 | $4,891 | $126,113-96.1% | $116,096-95.8% | $155,188-96.8% |
| Participation rate | 86.4% | 75.1%+11.2pp | 73.3%+13.0pp | 80.8%+5.6pp |
| Annual return | 22.02% | 391.72%-369.7pp | 326.25%-304.2pp | 148.84%-126.8pp |
| Employer contribution / active EE | $448 | $2,672-83.2% | $2,503-82.1% | $4,248-89.5% |
| Participant deferral / active EE | $685 | $4,162-83.5% | $3,952-82.7% | $6,531-89.5% |
| Admin fee / account holder | $52 | $8,045-99.3% | $7,704-99.3% | $14,480-99.6% |