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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 | $1,672 | $48,337-96.5% | $67,560-97.5% | $80,959-97.9% |
| Participation rate | 84.4% | 66.4%+17.9pp | 72.9%+11.4pp | 67.7%+16.7pp |
| Annual return | 14.25% | 18.26%-4.0pp | 3533.50%-3519.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $623 | $2,023-69.2% | $2,737-77.2% | $2,757-77.4% |
| Participant deferral / active EE | $807 | $2,928-72.5% | $4,004-79.9% | $4,300-81.2% |
| Admin fee / account holder | $153 | $3,695-95.9% | $3,994-96.2% | $6,925-97.8% |