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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 | $5,235 | $106,267-95.1% | $96,520-94.6% | $139,456-96.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 75.78% | 38.45%+37.3pp | 35.72%+40.1pp | 373.45%-297.7pp |
| Employer contribution / active EE | $1,487 | $4,105-63.8% | $3,739-60.2% | $4,753-68.7% |
| Participant deferral / active EE | $2,695 | $5,454-50.6% | $4,879-44.8% | $6,711-59.8% |
| Admin fee / account holder | $75 | $7,882-99.0% | $6,733-98.9% | $11,407-99.3% |