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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 | $6,480 | $176,402-96.3% | $134,155-95.2% | $158,950-95.9% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 18.85% | 63.66%-44.8pp | 36.34%-17.5pp | 302.91%-284.1pp |
| Employer contribution / active EE | $457 | $5,042-90.9% | $3,705-87.7% | $4,762-90.4% |
| Participant deferral / active EE | $996 | $4,093-75.7% | $3,500-71.5% | $5,983-83.3% |
| Admin fee / account holder | $43 | $8,719-99.5% | $6,685-99.4% | $11,248-99.6% |