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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 | $5,195 | $115,814-95.5% | $101,275-94.9% | $158,982-96.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.52% | 56.16%-42.6pp | 46.48%-33.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,578 | $4,176-62.2% | $3,660-56.9% | $4,763-66.9% |
| Participant deferral / active EE | $1,871 | $4,958-62.3% | $4,371-57.2% | $5,983-68.7% |
| Admin fee / account holder | $89 | $7,249-98.8% | $5,948-98.5% | $11,252-99.2% |