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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 | $3,123 | $90,486-96.5% | $78,676-96.0% | $273,972-98.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.83% | 75.62%-59.8pp | 62.19%-46.4pp | 41.46%-25.6pp |
| Employer contribution / active EE | $633 | $3,175-80.1% | $2,850-77.8% | $4,869-87.0% |
| Participant deferral / active EE | $738 | $3,901-81.1% | $3,517-79.0% | $5,287-86.0% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |