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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 | $1,464 | $104,937-98.6% | $84,628-98.3% | $152,897-99.0% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.5%+5.0pp |
| Annual return | 23.31% | 373.88%-350.6pp | 258.80%-235.5pp | 345.43%-322.1pp |
| Employer contribution / active EE | $695 | $3,303-79.0% | $2,653-73.8% | $4,764-85.4% |
| Participant deferral / active EE | $841 | $4,690-82.1% | $3,900-78.4% | $5,851-85.6% |
| Admin fee / account holder | $159 | $6,243-97.4% | $4,914-96.8% | $11,599-98.6% |