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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 | $100,073-96.7% | $85,126-96.2% | $145,877-97.8% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 14.16% | 84.11%-70.0pp | 66.63%-52.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,144 | $3,236-64.7% | $2,731-58.1% | $4,663-75.5% |
| Participant deferral / active EE | $1,174 | $5,294-77.8% | $4,523-74.1% | $6,691-82.5% |
| Admin fee / account holder | $50 | $7,261-99.3% | $6,160-99.2% | $13,402-99.6% |