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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 | $5,793 | $78,694-92.6% | $67,652-91.4% | $125,389-95.4% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | 19.73% | 9.46%+10.3pp | 6625.40%-6605.7pp | 282.24%-262.5pp |
| Employer contribution / active EE | $1,136 | $3,044-62.7% | $2,266-49.9% | $4,866-76.7% |
| Participant deferral / active EE | $1,405 | $4,292-67.3% | $3,560-60.5% | $5,352-73.7% |
| Admin fee / account holder | $145 | $7,403-98.0% | $4,821-97.0% | $9,541-98.5% |