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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 | $2,661 | $38,365-93.1% | $84,637-96.9% | $65,186-95.9% |
| Participation rate | 77.5% | 55.7%+21.8pp | 68.2%+9.2pp | 70.2%+7.3pp |
| Annual return | 36.39% | 32.00%+4.4pp | 258.82%-222.4pp | 29.39%+7.0pp |
| Employer contribution / active EE | $550 | $1,258-56.3% | $2,653-79.3% | $2,177-74.7% |
| Participant deferral / active EE | $992 | $2,278-56.5% | $3,900-74.6% | $3,514-71.8% |
| Admin fee / account holder | $251 | $451-44.3% | $4,914-94.9% | $847-70.3% |