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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 | $2,224 | $103,038-97.8% | $90,324-97.5% | $152,909-98.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.78% | 95.25%-67.5pp | 78.15%-50.4pp | 345.46%-317.7pp |
| Employer contribution / active EE | $928 | $3,141-70.5% | $2,856-67.5% | $4,764-80.5% |
| Participant deferral / active EE | $1,975 | $4,282-53.9% | $3,885-49.2% | $5,851-66.2% |
| Admin fee / account holder | $255 | $6,177-95.9% | $5,356-95.2% | $11,601-97.8% |