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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 | $5,917 | $174,018-96.6% | $136,833-95.7% | $198,609-97.0% |
| Participation rate | 79.2% | 65.1%+14.0pp | 59.0%+20.1pp | 82.4%-3.2pp |
| Annual return | 22.88% | 35.16%-12.3pp | 35.32%-12.4pp | 202.70%-179.8pp |
| Employer contribution / active EE | $778 | $1,571-50.5% | $1,319-41.0% | $5,055-84.6% |
| Participant deferral / active EE | $1,534 | $2,873-46.6% | $2,441-37.2% | $6,977-78.0% |
| Admin fee / account holder | $34 | $5,434-99.4% | $4,706-99.3% | $19,030-99.8% |