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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 | $2,731 | $174,018-98.4% | $136,833-98.0% | $198,609-98.6% |
| Participation rate | 81.3% | 65.1%+16.1pp | 59.0%+22.2pp | 82.4%-1.1pp |
| Annual return | 19.72% | 35.16%-15.4pp | 35.32%-15.6pp | 202.70%-183.0pp |
| Employer contribution / active EE | $258 | $1,571-83.6% | $1,319-80.5% | $5,055-94.9% |
| Participant deferral / active EE | $477 | $2,873-83.4% | $2,441-80.5% | $6,977-93.2% |
| Admin fee / account holder | $123 | $5,434-97.7% | $4,706-97.4% | $19,030-99.4% |