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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 | $1,817 | $94,439-98.1% | $73,658-97.5% | $154,746-98.8% |
| Participation rate | 93.8% | 64.7%+29.1pp | 57.0%+36.7pp | 80.7%+13.0pp |
| Annual return | 19.33% | 28.25%-8.9pp | 29.72%-10.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $20 | $1,257-98.4% | $1,032-98.1% | $4,379-99.6% |
| Participant deferral / active EE | $490 | $2,527-80.6% | $2,062-76.2% | $6,730-92.7% |
| Admin fee / account holder | $75 | $3,843-98.0% | $3,357-97.8% | $14,365-99.5% |