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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 | $2,788 | $101,618-97.3% | $93,063-97.0% | $137,256-98.0% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 25.16% | 223.95%-198.8pp | 34.15%-9.0pp | 220.34%-195.2pp |
| Employer contribution / active EE | $478 | $2,707-82.3% | $2,476-80.7% | $4,156-88.5% |
| Participant deferral / active EE | $2,367 | $4,279-44.7% | $3,958-40.2% | $6,407-63.1% |
| Admin fee / account holder | $205 | $6,198-96.7% | $6,033-96.6% | $12,270-98.3% |