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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 | $5,355 | $84,236-93.6% | $170,435-96.9% | $70,126-92.4% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 25.64% | 23.06%+2.6pp | 205.94%-180.3pp | 73.15%-47.5pp |
| Employer contribution / active EE | $965 | $3,387-71.5% | $5,432-82.2% | $2,343-58.8% |
| Participant deferral / active EE | $2,283 | $3,086-26.0% | $4,939-53.8% | $3,332-31.5% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |