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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 | $3,231 | $99,053-96.7% | $88,179-96.3% | $138,895-97.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 25.09% | 78.17%-53.1pp | 64.97%-39.9pp | 145.39%-120.3pp |
| Employer contribution / active EE | $1,328 | $2,882-53.9% | $2,549-47.9% | $4,194-68.3% |
| Participant deferral / active EE | $2,013 | $5,225-61.5% | $4,614-56.4% | $6,396-68.5% |
| Admin fee / account holder | $31 | $8,748-99.6% | $7,673-99.6% | $12,562-99.8% |