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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 | $1,457 | $101,492-98.6% | - | $167,536-99.1% |
| Participation rate | 80.0% | 70.2%+9.8pp | - | 82.1%-2.1pp |
| Annual return | 26.28% | 15.60%+10.7pp | - | 478.82%-452.5pp |
| Employer contribution / active EE | $257 | $3,097-91.7% | - | $4,839-94.7% |
| Participant deferral / active EE | $490 | $4,671-89.5% | - | $6,342-92.3% |
| Admin fee / account holder | $7 | $3,211-99.8% | - | $12,315-99.9% |