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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 | $2,746 | $61,125-95.5% | $94,057-97.1% | $87,485-96.9% |
| Participation rate | 93.3% | 64.1%+29.3pp | 73.3%+20.0pp | 68.9%+24.4pp |
| Annual return | 20.66% | 35.20%-14.5pp | 480.62%-460.0pp | 26.06%-5.4pp |
| Employer contribution / active EE | $410 | $2,136-80.8% | $2,933-86.0% | $2,596-84.2% |
| Participant deferral / active EE | $859 | $3,260-73.6% | $4,709-81.8% | $4,274-79.9% |
| Admin fee / account holder | $35 | $5,629-99.4% | $7,244-99.5% | $7,775-99.6% |