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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 | $5,029 | $39,028-87.1% | $80,741-93.8% | $85,847-94.1% |
| Participation rate | 97.2% | 41.6%+55.7pp | 54.2%+43.1pp | 69.3%+27.9pp |
| Annual return | 29.16% | 26.31%+2.9pp | 87.30%-58.1pp | 318.61%-289.4pp |
| Employer contribution / active EE | $900 | $722+24.7% | $1,160-22.4% | $2,565-64.9% |
| Participant deferral / active EE | $2,664 | $1,326+100.9% | $2,145+24.2% | $3,952-32.6% |
| Admin fee / account holder | $229 | $2,429-90.6% | $3,380-93.2% | $6,261-96.3% |