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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 | $3,710 | $56,116-93.4% | $135,768-97.3% | $86,983-95.7% |
| Participation rate | 88.5% | 60.1%+28.3pp | 71.1%+17.4pp | 69.5%+18.9pp |
| Annual return | 31.50% | 125.33%-93.8pp | 526.10%-494.6pp | 25.83%+5.7pp |
| Employer contribution / active EE | $537 | $1,528-64.9% | $3,394-84.2% | $2,584-79.2% |
| Participant deferral / active EE | $1,839 | $2,690-31.6% | $3,977-53.8% | $4,194-56.1% |
| Admin fee / account holder | $12 | $4,314-99.7% | $7,048-99.8% | $7,856-99.8% |