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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 | $3,833 | $100,073-96.2% | $85,126-95.5% | $145,877-97.4% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 31.93% | 84.11%-52.2pp | 66.63%-34.7pp | 551.28%-519.3pp |
| Employer contribution / active EE | $446 | $3,236-86.2% | $2,731-83.7% | $4,663-90.4% |
| Participant deferral / active EE | $1,810 | $5,294-65.8% | $4,523-60.0% | $6,691-73.0% |
| Admin fee / account holder | $62 | $7,261-99.1% | $6,160-99.0% | $13,402-99.5% |