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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 | $2,894 | $96,558-97.0% | $80,977-96.4% | $273,972-98.9% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 45.93% | 15.14%+30.8pp | 17.11%+28.8pp | 41.46%+4.5pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,935 | $6,598-70.7% | $5,696-66.0% | $5,287-63.4% |
| Admin fee / account holder | $124 | $7,493-98.3% | $5,517-97.7% | $10,133-98.8% |