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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 | $96,691-96.1% | $86,656-95.7% | $139,487-97.3% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+23.9pp | 80.3%+15.3pp |
| Annual return | 14.05% | 106.87%-92.8pp | 593.09%-579.0pp | 373.84%-359.8pp |
| Employer contribution / active EE | $1,875 | $3,267-42.6% | $3,025-38.0% | $4,755-60.6% |
| Participant deferral / active EE | $1,469 | $4,838-69.6% | $4,439-66.9% | $6,713-78.1% |
| Admin fee / account holder | $21 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |