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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 | $3,645 | $228,352-98.4% | $185,827-98.0% | $158,950-97.7% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.0%-5.3pp | 82.0%-9.2pp |
| Annual return | 90.99% | 40.81%+50.2pp | 35.96%+55.0pp | 302.91%-211.9pp |
| Employer contribution / active EE | $1,162 | $4,967-76.6% | $4,087-71.6% | $4,762-75.6% |
| Participant deferral / active EE | $1,379 | $6,416-78.5% | $5,633-75.5% | $5,983-76.9% |
| Admin fee / account holder | $223 | $11,867-98.1% | $9,502-97.7% | $11,248-98.0% |