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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 | $75,541-93.9% | $152,093-97.0% | $82,637-94.4% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 63.38% | 32.56%+30.8pp | 66.36%-3.0pp | 53.51%+9.9pp |
| Employer contribution / active EE | $1,202 | $2,622-54.1% | $4,175-71.2% | $2,552-52.9% |
| Participant deferral / active EE | $1,761 | $3,206-45.1% | $5,451-67.7% | $4,126-57.3% |
| Admin fee / account holder | $287 | $6,405-95.5% | $14,497-98.0% | $7,339-96.1% |