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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 | $3,607 | $110,801-96.7% | $86,615-95.8% | $167,536-97.8% |
| Participation rate | 95.8% | 75.8%+20.1pp | 71.6%+24.2pp | 82.1%+13.7pp |
| Annual return | 104.04% | 116.96%-12.9pp | 63.51%+40.5pp | 478.82%-374.8pp |
| Employer contribution / active EE | $266 | $3,245-91.8% | $2,496-89.3% | $4,839-94.5% |
| Participant deferral / active EE | $1,329 | $4,547-70.8% | $3,699-64.1% | $6,342-79.0% |
| Admin fee / account holder | $280 | $8,417-96.7% | $5,830-95.2% | $12,315-97.7% |