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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 | $3,336 | $63,342-94.7% | $92,236-96.4% | $70,131-95.2% |
| Participation rate | 86.7% | 68.7%+18.0pp | 76.5%+10.2pp | 69.5%+17.1pp |
| Annual return | 26.95% | 530.15%-503.2pp | 176.29%-149.3pp | 73.14%-46.2pp |
| Employer contribution / active EE | $762 | $2,471-69.2% | $3,679-79.3% | $2,342-67.5% |
| Participant deferral / active EE | $1,338 | $2,854-53.1% | $3,897-65.7% | $3,332-59.8% |
| Admin fee / account holder | $288 | $3,840-92.5% | $5,194-94.5% | $4,645-93.8% |