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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 | $5,045 | $108,212-95.3% | $77,513-93.5% | $158,966-96.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 27.98% | 31.67%-3.7pp | 54.81%-26.8pp | 302.95%-275.0pp |
| Employer contribution / active EE | $1,892 | $1,325+42.8% | $987+91.7% | $4,762-60.3% |
| Participant deferral / active EE | $3,811 | $2,455+55.2% | $1,861+104.8% | $5,983-36.3% |
| Admin fee / account holder | $88 | $3,709-97.6% | $2,859-96.9% | $11,250-99.2% |