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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 | $3,943 | $109,411-96.4% | $89,435-95.6% | $158,982-97.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 319.34% | 345.68%-26.3pp | 245.55%+73.8pp | 302.99%+16.3pp |
| Employer contribution / active EE | $893 | $3,173-71.9% | $2,587-65.5% | $4,763-81.3% |
| Participant deferral / active EE | $1,654 | $4,600-64.0% | $3,890-57.5% | $5,983-72.4% |
| Admin fee / account holder | $47 | $6,159-99.2% | $4,884-99.0% | $11,252-99.6% |