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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 | $2,601 | $77,908-96.7% | $149,696-98.3% | $75,173-96.5% |
| Participation rate | 84.2% | 65.6%+18.6pp | 78.8%+5.4pp | 67.2%+17.0pp |
| Annual return | 34.78% | 31.73%+3.1pp | 134.46%-99.7pp | 160.72%-125.9pp |
| Employer contribution / active EE | $465 | $3,138-85.2% | $4,821-90.4% | $2,671-82.6% |
| Participant deferral / active EE | $949 | $3,411-72.2% | $5,682-83.3% | $4,126-77.0% |
| Admin fee / account holder | $8 | $5,950-99.9% | $13,212-99.9% | $5,651-99.9% |