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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 | $3,607 | $162,529-97.8% | $130,788-97.2% | $154,746-97.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.70% | 510.48%-487.8pp | 386.44%-363.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $193 | $4,447-95.7% | $3,558-94.6% | $4,379-95.6% |
| Participant deferral / active EE | $922 | $4,808-80.8% | $4,137-77.7% | $6,730-86.3% |
| Admin fee / account holder | $66 | $7,669-99.1% | $6,673-99.0% | $14,365-99.5% |