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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 | $3,658 | $108,285-96.6% | $77,552-95.3% | $158,982-97.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 37.88% | 31.69%+6.2pp | 54.82%-16.9pp | 302.99%-265.1pp |
| Employer contribution / active EE | $1,050 | $1,325-20.8% | $987+6.4% | $4,763-78.0% |
| Participant deferral / active EE | $337 | $2,455-86.3% | $1,861-81.9% | $5,983-94.4% |
| Admin fee / account holder | $15 | $3,709-99.6% | $2,859-99.5% | $11,252-99.9% |