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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 | $3,277 | $100,203-96.7% | $85,240-96.2% | $145,897-97.8% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 14.16% | 84.28%-70.1pp | 66.75%-52.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,144 | $3,242-64.7% | $2,735-58.2% | $4,663-75.5% |
| Participant deferral / active EE | $1,174 | $5,299-77.9% | $4,527-74.1% | $6,689-82.5% |
| Admin fee / account holder | $50 | $7,265-99.3% | $6,165-99.2% | $13,390-99.6% |