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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 | $3,802 | $108,226-96.5% | $77,513-95.1% | $158,950-97.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.36% | 31.67%-12.3pp | 54.81%-35.4pp | 302.91%-283.5pp |
| Employer contribution / active EE | $331 | $1,325-75.0% | $987-66.5% | $4,762-93.1% |
| Participant deferral / active EE | $415 | $2,456-83.1% | $1,861-77.7% | $5,983-93.1% |
| Admin fee / account holder | $124 | $3,710-96.7% | $2,859-95.7% | $11,248-98.9% |