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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 | $3,358 | $85,171-96.1% | $172,753-98.1% | $72,976-95.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 25.12% | 27.32%-2.2pp | 803.00%-777.9pp | 81.02%-55.9pp |
| Employer contribution / active EE | $787 | $3,324-76.3% | $5,144-84.7% | $2,440-67.7% |
| Participant deferral / active EE | $970 | $3,260-70.2% | $5,198-81.3% | $3,608-73.1% |
| Admin fee / account holder | $231 | $5,880-96.1% | $13,956-98.3% | $5,124-95.5% |