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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 | $2,537 | $103,008-97.5% | $90,304-97.2% | $152,897-98.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 29.37% | 95.22%-65.9pp | 78.13%-48.8pp | 345.43%-316.1pp |
| Employer contribution / active EE | $571 | $3,139-81.8% | $2,855-80.0% | $4,764-88.0% |
| Participant deferral / active EE | $877 | $4,281-79.5% | $3,885-77.4% | $5,851-85.0% |
| Admin fee / account holder | $9 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |