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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 | $5,001 | $167,030-97.0% | $135,768-96.3% | $155,188-96.8% |
| Participation rate | 95.7% | 76.2%+19.5pp | 71.1%+24.6pp | 80.8%+14.8pp |
| Annual return | 21.33% | 678.39%-657.1pp | 526.10%-504.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $1,556 | $4,132-62.4% | $3,394-54.2% | $4,248-63.4% |
| Participant deferral / active EE | $2,142 | $4,528-52.7% | $3,977-46.1% | $6,531-67.2% |
| Admin fee / account holder | $47 | $8,172-99.4% | $7,048-99.3% | $14,480-99.7% |