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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 | $4,952 | $77,920-93.6% | $149,723-96.7% | $75,177-93.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 76.08% | 31.72%+44.4pp | 134.50%-58.4pp | 160.75%-84.7pp |
| Employer contribution / active EE | $1,199 | $3,138-61.8% | $4,821-75.1% | $2,671-55.1% |
| Participant deferral / active EE | $1,458 | $3,411-57.3% | $5,682-74.3% | $4,126-64.7% |
| Admin fee / account holder | $177 | $5,951-97.0% | $13,215-98.7% | $5,651-96.9% |