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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 | $4,461 | $48,053-90.7% | $84,637-94.7% | $72,976-93.9% |
| Participation rate | 70.4% | 57.6%+12.8pp | 68.2%+2.1pp | 69.5%+0.9pp |
| Annual return | 65.30% | 37.39%+27.9pp | 258.82%-193.5pp | 81.02%-15.7pp |
| Employer contribution / active EE | $1,028 | $1,602-35.8% | $2,653-61.3% | $2,440-57.9% |
| Participant deferral / active EE | $2,431 | $2,681-9.3% | $3,900-37.7% | $3,608-32.6% |
| Admin fee / account holder | $87 | $3,395-97.4% | $4,914-98.2% | $5,124-98.3% |