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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 | $4,291 | $77,901-94.5% | $149,717-97.1% | $75,181-94.3% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.2pp |
| Annual return | 35.06% | 31.73%+3.3pp | 134.41%-99.3pp | 160.69%-125.6pp |
| Employer contribution / active EE | $1,227 | $3,137-60.9% | $4,820-74.5% | $2,671-54.0% |
| Participant deferral / active EE | $1,840 | $3,411-46.0% | $5,682-67.6% | $4,126-55.4% |
| Admin fee / account holder | $102 | $5,949-98.3% | $13,213-99.2% | $5,650-98.2% |