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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 | $13,562 | $155,840-91.3% | $124,694-89.1% | $167,553-91.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 17.87% | 17.98%-0.1pp | 5144.82%-5126.9pp | 478.89%-461.0pp |
| Employer contribution / active EE | $1,797 | $4,165-56.8% | $3,325-45.9% | $4,840-62.9% |
| Participant deferral / active EE | $2,284 | $5,675-59.8% | $4,615-50.5% | $6,343-64.0% |
| Admin fee / account holder | $46 | $9,536-99.5% | $7,495-99.4% | $12,316-99.6% |