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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 | $3,910 | $108,212-96.4% | $77,513-95.0% | $158,966-97.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.61% | 31.67%-13.1pp | 54.81%-36.2pp | 302.95%-284.3pp |
| Employer contribution / active EE | $536 | $1,325-59.5% | $987-45.7% | $4,762-88.7% |
| Participant deferral / active EE | $608 | $2,455-75.3% | $1,861-67.4% | $5,983-89.8% |
| Admin fee / account holder | $18 | $3,709-99.5% | $2,859-99.4% | $11,250-99.8% |