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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 | $4,040 | $70,430-94.3% | $96,572-95.8% | $85,851-95.3% |
| Participation rate | 97.0% | 61.8%+35.2pp | 69.8%+27.1pp | 69.3%+27.6pp |
| Annual return | 42.59% | 18.58%+24.0pp | 37.79%+4.8pp | 318.63%-276.0pp |
| Employer contribution / active EE | $1,701 | $1,413+20.4% | $2,357-27.8% | $2,565-33.7% |
| Participant deferral / active EE | $2,741 | $2,894-5.3% | $3,850-28.8% | $3,952-30.6% |
| Admin fee / account holder | $31 | $4,996-99.4% | $6,183-99.5% | $6,261-99.5% |