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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 | $3,761 | $100,262-96.2% | $81,370-95.4% | $145,897-97.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 12.93% | 34.52%-21.6pp | 24.85%-11.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $844 | $2,979-71.7% | $2,464-65.7% | $4,663-81.9% |
| Participant deferral / active EE | $1,056 | $4,612-77.1% | $3,885-72.8% | $6,689-84.2% |
| Admin fee / account holder | $22 | $8,163-99.7% | $5,749-99.6% | $13,390-99.8% |