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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 | $8,500 | $77,638-89.1% | $156,551-94.6% | $62,881-86.5% |
| Participation rate | 98.7% | 71.2%+27.5pp | 84.0%+14.7pp | 69.3%+29.4pp |
| Annual return | 31.38% | 50.33%-18.9pp | 32.23%-0.8pp | 20.14%+11.2pp |
| Employer contribution / active EE | $401 | $3,444-88.3% | $5,501-92.7% | $2,281-82.4% |
| Participant deferral / active EE | $2,576 | $3,046-15.4% | $4,871-47.1% | $3,203-19.6% |
| Admin fee / account holder | $20 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |