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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 | $4,192 | $102,595-95.9% | $94,057-95.5% | $154,746-97.3% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 25.78% | 583.42%-557.6pp | 480.62%-454.8pp | 172.34%-146.6pp |
| Employer contribution / active EE | $1,041 | $3,147-66.9% | $2,933-64.5% | $4,379-76.2% |
| Participant deferral / active EE | $2,194 | $5,118-57.1% | $4,709-53.4% | $6,730-67.4% |
| Admin fee / account holder | $24 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |