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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 | $5,691 | $100,073-94.3% | $85,126-93.3% | $145,877-96.1% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.1pp | 80.3%+6.4pp |
| Annual return | 34.14% | 84.11%-50.0pp | 66.63%-32.5pp | 551.28%-517.1pp |
| Employer contribution / active EE | $965 | $3,236-70.2% | $2,731-64.7% | $4,663-79.3% |
| Participant deferral / active EE | $2,412 | $5,294-54.4% | $4,523-46.7% | $6,691-63.9% |
| Admin fee / account holder | $209 | $7,261-97.1% | $6,160-96.6% | $13,402-98.4% |