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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 | $3,879 | $96,388-96.0% | $80,627-95.2% | $139,466-97.2% |
| Participation rate | 92.9% | 73.6%+19.2pp | 67.0%+25.8pp | 80.3%+12.5pp |
| Annual return | 20.02% | 1352.08%-1332.1pp | 936.76%-916.7pp | 373.66%-353.6pp |
| Employer contribution / active EE | $544 | $3,260-83.3% | $2,723-80.0% | $4,754-88.5% |
| Participant deferral / active EE | $1,120 | $5,224-78.6% | $4,443-74.8% | $6,712-83.3% |
| Admin fee / account holder | $184 | $6,603-97.2% | $5,381-96.6% | $11,409-98.4% |