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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 | $3,092 | $107,809-97.1% | $97,032-96.8% | $155,188-98.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 30.22% | 38.06%-7.8pp | 35.38%-5.2pp | 148.84%-118.6pp |
| Employer contribution / active EE | $205 | $2,911-93.0% | $2,629-92.2% | $4,248-95.2% |
| Participant deferral / active EE | $1,788 | $5,129-65.1% | $4,672-61.7% | $6,531-72.6% |
| Admin fee / account holder | $26 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |