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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 | $5,194 | $108,882-95.2% | $96,754-94.6% | $154,746-96.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 70.3%+19.7pp | 80.7%+9.3pp |
| Annual return | 19.32% | 98.39%-79.1pp | 82.04%-62.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,071 | $3,018-64.5% | $2,679-60.0% | $4,379-75.6% |
| Participant deferral / active EE | $1,195 | $5,323-77.6% | $4,758-74.9% | $6,730-82.3% |
| Admin fee / account holder | $271 | $10,200-97.3% | $8,905-97.0% | $14,365-98.1% |