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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 | $5,503 | $112,131-95.1% | $95,964-94.3% | $158,982-96.5% |
| Participation rate | 84.2% | 79.0%+5.2pp | 77.1%+7.1pp | 82.0%+2.2pp |
| Annual return | 116.62% | 171.19%-54.6pp | 91.64%+25.0pp | 302.99%-186.4pp |
| Employer contribution / active EE | $1,107 | $3,199-65.4% | $2,541-56.4% | $4,763-76.8% |
| Participant deferral / active EE | $3,034 | $4,784-36.6% | $4,167-27.2% | $5,983-49.3% |
| Admin fee / account holder | $201 | $10,136-98.0% | $6,797-97.0% | $11,252-98.2% |