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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 | $2,923 | $174,018-98.3% | $136,833-97.9% | $198,609-98.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 21.05% | 35.16%-14.1pp | 35.32%-14.3pp | 202.70%-181.7pp |
| Employer contribution / active EE | $412 | $1,571-73.8% | $1,319-68.8% | $5,055-91.9% |
| Participant deferral / active EE | $581 | $2,873-79.8% | $2,441-76.2% | $6,977-91.7% |
| Admin fee / account holder | $14 | $5,434-99.7% | $4,706-99.7% | $19,030-99.9% |