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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 | $7,507 | $70,587-89.4% | $124,694-94.0% | $85,851-91.3% |
| Participation rate | 73.7% | 64.4%+9.3pp | 74.6%-0.9pp | 69.3%+4.4pp |
| Annual return | 22.37% | 20688.83%-20666.5pp | 5144.82%-5122.5pp | 318.63%-296.3pp |
| Employer contribution / active EE | $858 | $1,913-55.2% | $3,325-74.2% | $2,565-66.6% |
| Participant deferral / active EE | $2,311 | $2,969-22.2% | $4,615-49.9% | $3,952-41.5% |
| Admin fee / account holder | $17 | $5,282-99.7% | $7,495-99.8% | $6,261-99.7% |