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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 | $3,277 | $99,921-96.7% | $85,009-96.1% | $145,959-97.8% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 14.16% | 83.89%-69.7pp | 66.47%-52.3pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,144 | $3,233-64.6% | $2,728-58.1% | $4,661-75.5% |
| Participant deferral / active EE | $1,174 | $5,293-77.8% | $4,522-74.0% | $6,689-82.5% |
| Admin fee / account holder | $50 | $7,252-99.3% | $6,153-99.2% | $13,398-99.6% |