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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 | $5,270 | $167,030-96.8% | $135,768-96.1% | $155,188-96.6% |
| Participation rate | 73.3% | 76.2%-2.8pp | 71.1%+2.3pp | 80.8%-7.5pp |
| Annual return | 22.28% | 678.39%-656.1pp | 526.10%-503.8pp | 148.84%-126.6pp |
| Employer contribution / active EE | $561 | $4,132-86.4% | $3,394-83.5% | $4,248-86.8% |
| Participant deferral / active EE | $841 | $4,528-81.4% | $3,977-78.9% | $6,531-87.1% |
| Admin fee / account holder | $25 | $8,172-99.7% | $7,048-99.6% | $14,480-99.8% |