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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 | $4,790 | $63,703-92.5% | $93,063-94.9% | $82,448-94.2% |
| Participation rate | 82.8% | 63.8%+18.9pp | 72.1%+10.6pp | 68.1%+14.7pp |
| Annual return | 35.72% | -775.43%+811.2pp | 34.15%+1.6pp | 41.64%-5.9pp |
| Employer contribution / active EE | $759 | $1,729-56.1% | $2,476-69.3% | $2,551-70.2% |
| Participant deferral / active EE | $1,583 | $2,919-45.8% | $3,958-60.0% | $4,139-61.7% |
| Admin fee / account holder | $4 | $5,982-99.9% | $6,033-99.9% | $7,234-99.9% |