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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 | $5,811 | $100,895-94.2% | $90,430-93.6% | $158,950-96.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 31.94% | 1725.54%-1693.6pp | 1293.73%-1261.8pp | 302.91%-271.0pp |
| Employer contribution / active EE | $470 | $3,689-87.2% | $3,262-85.6% | $4,762-90.1% |
| Participant deferral / active EE | $1,182 | $4,347-72.8% | $3,963-70.2% | $5,983-80.2% |
| Admin fee / account holder | $121 | $6,505-98.1% | $5,613-97.8% | $11,248-98.9% |