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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 | $5,208 | $81,233-93.6% | $155,567-96.7% | $80,874-93.6% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 101.46% | 33.33%+68.1pp | 64.74%+36.7pp | 35.62%+65.8pp |
| Employer contribution / active EE | $957 | $3,101-69.1% | $4,674-79.5% | $2,756-65.3% |
| Participant deferral / active EE | $949 | $3,452-72.5% | $5,628-83.1% | $4,297-77.9% |
| Admin fee / account holder | $19 | $7,998-99.8% | $15,916-99.9% | $6,935-99.7% |