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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 | $1,276 | $70,366-98.2% | $66,674-98.1% | $138,895-99.1% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.7%-3.1pp | 79.9%-9.3pp |
| Annual return | 15.16% | 386.41%-371.2pp | 321.24%-306.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $607 | $2,765-78.0% | $2,620-76.8% | $4,194-85.5% |
| Participant deferral / active EE | $739 | $4,374-83.1% | $4,084-81.9% | $6,396-88.4% |
| Admin fee / account holder | $225 | $5,262-95.7% | $5,098-95.6% | $12,562-98.2% |