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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 | $3,163 | $149,040-97.9% | $120,225-97.4% | $137,256-97.7% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 23.55% | 605.68%-582.1pp | 439.23%-415.7pp | 220.34%-196.8pp |
| Employer contribution / active EE | $527 | $4,350-87.9% | $3,475-84.8% | $4,156-87.3% |
| Participant deferral / active EE | $1,379 | $4,655-70.4% | $3,999-65.5% | $6,407-78.5% |
| Admin fee / account holder | $36 | $6,348-99.4% | $5,696-99.4% | $12,270-99.7% |