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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 | $4,714 | $99,921-95.3% | $85,009-94.5% | $145,959-96.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 18.24% | 83.89%-65.7pp | 66.47%-48.2pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,358 | $3,233-58.0% | $2,728-50.2% | $4,661-70.9% |
| Participant deferral / active EE | $1,929 | $5,293-63.6% | $4,522-57.3% | $6,689-71.2% |
| Admin fee / account holder | $292 | $7,252-96.0% | $6,153-95.3% | $13,398-97.8% |