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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 | $5,001 | $114,013-95.6% | $103,693-95.2% | $155,188-96.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 21.63% | 49.31%-27.7pp | 47.61%-26.0pp | 148.84%-127.2pp |
| Employer contribution / active EE | $742 | $3,131-76.3% | $2,920-74.6% | $4,248-82.5% |
| Participant deferral / active EE | $1,492 | $4,970-70.0% | $4,579-67.4% | $6,531-77.2% |
| Admin fee / account holder | $26 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |