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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 | $3,596 | $68,097-94.7% | $62,929-94.3% | $137,256-97.4% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 11.08% | 1859.11%-1848.0pp | 1063.93%-1052.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $681 | $2,811-75.8% | $2,505-72.8% | $4,156-83.6% |
| Participant deferral / active EE | $1,414 | $4,553-68.9% | $3,888-63.6% | $6,407-77.9% |
| Admin fee / account holder | $55 | $6,521-99.2% | $5,065-98.9% | $12,270-99.5% |