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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 | $1,366 | $116,360-98.8% | $65,566-97.9% | $139,466-99.0% |
| Participation rate | 86.4% | 67.8%+18.6pp | 64.9%+21.4pp | 80.3%+6.0pp |
| Annual return | 36.94% | 31.23%+5.7pp | 47.40%-10.5pp | 373.66%-336.7pp |
| Employer contribution / active EE | $654 | $2,600-74.8% | $1,692-61.4% | $4,754-86.2% |
| Participant deferral / active EE | $1,022 | $4,242-75.9% | $2,832-63.9% | $6,712-84.8% |
| Admin fee / account holder | $130 | $6,701-98.1% | $4,114-96.8% | $11,409-98.9% |