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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 | $3,883 | $107,015-96.4% | $73,545-94.7% | $147,585-97.4% |
| Participation rate | 73.7% | 66.4%+7.3pp | 54.9%+18.8pp | 82.8%-9.1pp |
| Annual return | 22.01% | 38.25%-16.2pp | -15.16%+37.2pp | 578.57%-556.6pp |
| Employer contribution / active EE | $716 | $1,760-59.3% | $1,219-41.2% | $4,876-85.3% |
| Participant deferral / active EE | $3,051 | $2,462+23.9% | $1,806+68.9% | $5,439-43.9% |
| Admin fee / account holder | $22 | $3,055-99.3% | $2,320-99.1% | $10,885-99.8% |