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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 | $3,455 | $57,305-94.0% | $86,640-96.0% | $75,173-95.4% |
| Participation rate | 84.0% | 63.2%+20.8pp | 71.7%+12.3pp | 67.2%+16.8pp |
| Annual return | 17.42% | 2674.24%-2656.8pp | 592.52%-575.1pp | 160.72%-143.3pp |
| Employer contribution / active EE | $811 | $2,316-65.0% | $3,024-73.2% | $2,671-69.6% |
| Participant deferral / active EE | $856 | $3,320-74.2% | $4,438-80.7% | $4,126-79.3% |
| Admin fee / account holder | $114 | $4,116-97.2% | $5,616-98.0% | $5,651-98.0% |