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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 | $3,457 | $65,555-94.7% | $86,216-96.0% | $75,173-95.4% |
| Participation rate | 92.6% | 60.5%+32.1pp | 69.0%+23.6pp | 67.2%+25.4pp |
| Annual return | 18.12% | 46.07%-27.9pp | 1169.42%-1151.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $792 | $1,553-49.0% | $2,382-66.8% | $2,671-70.4% |
| Participant deferral / active EE | $1,303 | $3,023-56.9% | $3,986-67.3% | $4,126-68.4% |
| Admin fee / account holder | $43 | $5,469-99.2% | $6,853-99.4% | $5,651-99.2% |