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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 | $1,249 | $90,486-98.6% | $78,676-98.4% | $273,972-99.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.11% | 75.62%-61.5pp | 62.19%-48.1pp | 41.46%-27.3pp |
| Employer contribution / active EE | $98 | $3,175-96.9% | $2,850-96.5% | $4,869-98.0% |
| Participant deferral / active EE | $1,394 | $3,901-64.3% | $3,517-60.4% | $5,287-73.6% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |