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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 | $5,601 | $90,691-93.8% | $76,119-92.6% | $145,884-96.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 15.41% | 624.52%-609.1pp | 361.25%-345.8pp | 551.85%-536.4pp |
| Employer contribution / active EE | $672 | $3,329-79.8% | $2,693-75.0% | $4,662-85.6% |
| Participant deferral / active EE | $2,759 | $5,167-46.6% | $4,259-35.2% | $6,690-58.8% |
| Admin fee / account holder | $61 | $8,383-99.3% | $6,421-99.1% | $13,392-99.5% |