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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 | $6,680 | $104,937-93.6% | $84,628-92.1% | $152,897-95.6% |
| Participation rate | 82.4% | 74.8%+7.5pp | 68.2%+14.1pp | 82.5%-0.1pp |
| Annual return | 25.95% | 373.88%-347.9pp | 258.80%-232.8pp | 345.43%-319.5pp |
| Employer contribution / active EE | $613 | $3,303-81.4% | $2,653-76.9% | $4,764-87.1% |
| Participant deferral / active EE | $1,124 | $4,690-76.0% | $3,900-71.2% | $5,851-80.8% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |