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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 | $2,114 | $72,446-97.1% | $67,561-96.9% | $145,877-98.6% |
| Participation rate | 85.0% | 76.9%+8.1pp | 72.9%+12.1pp | 80.3%+4.7pp |
| Annual return | 16.00% | 7211.98%-7196.0pp | 3525.44%-3509.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $612 | $3,072-80.1% | $2,735-77.6% | $4,663-86.9% |
| Participant deferral / active EE | $1,329 | $4,785-72.2% | $4,003-66.8% | $6,691-80.1% |
| Admin fee / account holder | $118 | $5,541-97.9% | $4,006-97.1% | $13,402-99.1% |