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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 | $4,179 | $81,262-94.9% | $155,602-97.3% | $80,911-94.8% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.6%+27.7pp |
| Annual return | 53.70% | 33.34%+20.4pp | 64.81%-11.1pp | 35.63%+18.1pp |
| Employer contribution / active EE | $1,579 | $3,102-49.1% | $4,675-66.2% | $2,756-42.7% |
| Participant deferral / active EE | $2,062 | $3,451-40.2% | $5,629-63.4% | $4,297-52.0% |
| Admin fee / account holder | $6 | $7,992-99.9% | $15,923-100.0% | $6,935-99.9% |