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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 | $4,621 | $77,814-94.1% | $158,223-97.1% | $86,983-94.7% |
| Participation rate | 96.3% | 68.4%+27.9pp | 79.2%+17.1pp | 69.5%+26.8pp |
| Annual return | 63.38% | 30.54%+32.8pp | 52.09%+11.3pp | 25.83%+37.5pp |
| Employer contribution / active EE | $1,202 | $2,592-53.6% | $4,109-70.7% | $2,584-53.5% |
| Participant deferral / active EE | $1,761 | $3,270-46.1% | $5,467-67.8% | $4,194-58.0% |
| Admin fee / account holder | $287 | $5,879-95.1% | $16,047-98.2% | $7,856-96.4% |