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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 | $6,883 | $108,285-93.6% | $77,552-91.1% | $158,982-95.7% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.7pp |
| Annual return | 24.91% | 31.69%-6.8pp | 54.82%-29.9pp | 302.99%-278.1pp |
| Employer contribution / active EE | $520 | $1,325-60.7% | $987-47.3% | $4,763-89.1% |
| Participant deferral / active EE | $1,793 | $2,455-27.0% | $1,861-3.7% | $5,983-70.0% |
| Admin fee / account holder | $61 | $3,709-98.4% | $2,859-97.9% | $11,252-99.5% |