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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 | $4,743 | $115,810-95.9% | $101,271-95.3% | $158,966-97.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 55.58% | 56.15%-0.6pp | 46.48%+9.1pp | 302.95%-247.4pp |
| Employer contribution / active EE | $1,262 | $4,175-69.8% | $3,660-65.5% | $4,762-73.5% |
| Participant deferral / active EE | $1,446 | $4,958-70.8% | $4,371-66.9% | $5,983-75.8% |
| Admin fee / account holder | $5 | $7,248-99.9% | $5,948-99.9% | $11,250-100.0% |