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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 | $5,527 | $47,479-88.4% | $62,929-91.2% | $82,448-93.3% |
| Participation rate | 81.3% | 66.9%+14.4pp | 73.1%+8.1pp | 68.1%+13.2pp |
| Annual return | 23.02% | 20.34%+2.7pp | 1063.93%-1040.9pp | 41.64%-18.6pp |
| Employer contribution / active EE | $739 | $1,885-60.8% | $2,505-70.5% | $2,551-71.0% |
| Participant deferral / active EE | $1,693 | $2,870-41.0% | $3,888-56.5% | $4,139-59.1% |
| Admin fee / account holder | $180 | $3,804-95.3% | $5,065-96.5% | $7,234-97.5% |