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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 | $73,107-93.4% | $114,563-95.8% | $87,485-94.5% |
| Participation rate | 82.8% | 65.8%+17.0pp | 72.9%+9.9pp | 68.9%+13.8pp |
| Annual return | 35.72% | 19.47%+16.2pp | 241.09%-205.4pp | 26.06%+9.7pp |
| Employer contribution / active EE | $759 | $1,881-59.6% | $2,592-70.7% | $2,596-70.8% |
| Participant deferral / active EE | $1,583 | $3,144-49.6% | $4,142-61.8% | $4,274-62.9% |
| Admin fee / account holder | $4 | $5,770-99.9% | $7,623-99.9% | $7,775-99.9% |