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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 | $5,725 | $108,882-94.7% | $96,754-94.1% | $154,746-96.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 70.3%+20.6pp | 80.7%+10.2pp |
| Annual return | 26.41% | 98.39%-72.0pp | 82.04%-55.6pp | 172.34%-145.9pp |
| Employer contribution / active EE | $847 | $3,018-71.9% | $2,679-68.4% | $4,379-80.7% |
| Participant deferral / active EE | $2,180 | $5,323-59.0% | $4,758-54.2% | $6,730-67.6% |
| Admin fee / account holder | $15 | $10,200-99.9% | $8,905-99.8% | $14,365-99.9% |