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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 | $4,615 | $103,000-95.5% | $90,300-94.9% | $152,885-97.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 20.75% | 95.19%-74.4pp | 78.11%-57.4pp | 345.39%-324.6pp |
| Employer contribution / active EE | $791 | $3,138-74.8% | $2,854-72.3% | $4,763-83.4% |
| Participant deferral / active EE | $1,305 | $4,281-69.5% | $3,884-66.4% | $5,851-77.7% |
| Admin fee / account holder | $51 | $6,173-99.2% | $5,353-99.0% | $11,598-99.6% |