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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 | $3,736 | $96,630-96.1% | $86,605-95.7% | $139,427-97.3% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 14.05% | 106.48%-92.4pp | 591.39%-577.3pp | 373.27%-359.2pp |
| Employer contribution / active EE | $1,875 | $3,264-42.6% | $3,023-38.0% | $4,752-60.5% |
| Participant deferral / active EE | $1,469 | $4,836-69.6% | $4,438-66.9% | $6,711-78.1% |
| Admin fee / account holder | $21 | $6,405-99.7% | $5,611-99.6% | $11,404-99.8% |