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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 | $2,998 | $108,212-97.2% | $77,513-96.1% | $158,966-98.1% |
| Participation rate | 88.9% | 64.4%+24.5pp | 54.2%+34.7pp | 82.0%+6.9pp |
| Annual return | 17.97% | 31.67%-13.7pp | 54.81%-36.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $268 | $1,325-79.8% | $987-72.8% | $4,762-94.4% |
| Participant deferral / active EE | $729 | $2,455-70.3% | $1,861-60.8% | $5,983-87.8% |
| Admin fee / account holder | $19 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |