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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 | $4,167 | $48,053-91.3% | $84,637-95.1% | $72,976-94.3% |
| Participation rate | 82.8% | 57.6%+25.2pp | 68.2%+14.5pp | 69.5%+13.3pp |
| Annual return | 43.50% | 37.39%+6.1pp | 258.82%-215.3pp | 81.02%-37.5pp |
| Employer contribution / active EE | $615 | $1,602-61.6% | $2,653-76.8% | $2,440-74.8% |
| Participant deferral / active EE | $1,432 | $2,681-46.6% | $3,900-63.3% | $3,608-60.3% |
| Admin fee / account holder | $12 | $3,395-99.6% | $4,914-99.7% | $5,124-99.8% |