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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 | $4,225 | $108,882-96.1% | $96,754-95.6% | $154,746-97.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 27.74% | 98.39%-70.6pp | 82.04%-54.3pp | 172.34%-144.6pp |
| Employer contribution / active EE | $1,002 | $3,018-66.8% | $2,679-62.6% | $4,379-77.1% |
| Participant deferral / active EE | $1,573 | $5,323-70.4% | $4,758-66.9% | $6,730-76.6% |
| Admin fee / account holder | $10 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |