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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 | $4,356 | $107,030-95.9% | $73,550-94.1% | $147,586-97.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 31.94% | 38.25%-6.3pp | -15.16%+47.1pp | 578.59%-546.7pp |
| Employer contribution / active EE | $597 | $1,760-66.1% | $1,219-51.0% | $4,876-87.8% |
| Participant deferral / active EE | $2,388 | $2,458-2.9% | $1,804+32.4% | $5,439-56.1% |
| Admin fee / account holder | $28 | $3,055-99.1% | $2,320-98.8% | $10,886-99.7% |