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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 | $3,661 | $106,923-96.6% | $84,023-95.6% | $152,909-97.6% |
| Participation rate | 91.7% | 75.3%+16.4pp | 69.0%+22.6pp | 82.5%+9.2pp |
| Annual return | 29.27% | 105.02%-75.7pp | 71.32%-42.0pp | 345.46%-316.2pp |
| Employer contribution / active EE | $691 | $2,735-74.7% | $1,984-65.2% | $4,764-85.5% |
| Participant deferral / active EE | $1,243 | $4,013-69.0% | $3,239-61.6% | $5,851-78.8% |
| Admin fee / account holder | $123 | $8,289-98.5% | $6,102-98.0% | $11,601-98.9% |