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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 | $3,792 | $93,064-95.9% | $74,577-94.9% | $273,972-98.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 58.01% | 26.18%+31.8pp | 20.47%+37.5pp | 41.46%+16.6pp |
| Employer contribution / active EE | $595 | $3,160-81.2% | $2,525-76.4% | $4,869-87.8% |
| Participant deferral / active EE | $735 | $4,160-82.3% | $3,458-78.8% | $5,287-86.1% |
| Admin fee / account holder | $67 | $5,273-98.7% | $4,138-98.4% | $10,133-99.3% |