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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 | $2,740 | $99,053-97.2% | $88,179-96.9% | $138,895-98.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.49% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $580 | $2,882-79.9% | $2,549-77.3% | $4,194-86.2% |
| Participant deferral / active EE | $1,427 | $5,225-72.7% | $4,614-69.1% | $6,396-77.7% |
| Admin fee / account holder | $125 | $8,748-98.6% | $7,673-98.4% | $12,562-99.0% |