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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 | $2,495 | $105,960-97.6% | $81,726-96.9% | $158,982-98.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.0%+13.7pp | 82.0%+3.7pp |
| Annual return | 28.67% | 38.19%-9.5pp | 29.49%-0.8pp | 302.99%-274.3pp |
| Employer contribution / active EE | $436 | $7,805-94.4% | $4,311-89.9% | $4,763-90.9% |
| Participant deferral / active EE | $688 | $13,011-94.7% | $7,108-90.3% | $5,983-88.5% |
| Admin fee / account holder | $16 | $8,494-99.8% | $5,160-99.7% | $11,252-99.9% |