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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 | $99,995-95.3% | $85,063-94.5% | $145,978-96.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 18.24% | 83.99%-65.8pp | 66.54%-48.3pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,358 | $3,231-58.0% | $2,727-50.2% | $4,662-70.9% |
| Participant deferral / active EE | $1,929 | $5,295-63.6% | $4,523-57.4% | $6,690-71.2% |
| Admin fee / account holder | $292 | $7,255-96.0% | $6,155-95.3% | $13,400-97.8% |