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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 | $2,046 | $105,623-98.1% | $87,502-97.7% | $273,972-99.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 33.68% | 12.26%+21.4pp | 12.21%+21.5pp | 41.46%-7.8pp |
| Employer contribution / active EE | $653 | $3,141-79.2% | $2,550-74.4% | $4,869-86.6% |
| Participant deferral / active EE | $1,004 | $3,601-72.1% | $3,149-68.1% | $5,287-81.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |