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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 | $5,058 | $43,338-88.3% | $59,887-91.6% | $64,173-92.1% |
| Participation rate | 88.0% | 69.2%+18.8pp | 74.7%+13.3pp | 69.6%+18.4pp |
| Annual return | 469.35% | -1.55%+470.9pp | 3.46%+465.9pp | 7.63%+461.7pp |
| Employer contribution / active EE | $907 | $2,030-55.3% | $2,722-66.7% | $2,381-61.9% |
| Participant deferral / active EE | $1,271 | $2,547-50.1% | $3,402-62.6% | $3,470-63.4% |
| Admin fee / account holder | $114 | $3,007-96.2% | $3,591-96.8% | $4,887-97.7% |