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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 | $2,913 | $96,388-97.0% | $80,627-96.4% | $139,466-97.9% |
| Participation rate | 88.2% | 73.6%+14.6pp | 67.0%+21.2pp | 80.3%+7.9pp |
| Annual return | 23.61% | 1352.08%-1328.5pp | 936.76%-913.1pp | 373.66%-350.1pp |
| Employer contribution / active EE | $1,354 | $3,260-58.5% | $2,723-50.3% | $4,754-71.5% |
| Participant deferral / active EE | $1,497 | $5,224-71.3% | $4,443-66.3% | $6,712-77.7% |
| Admin fee / account holder | $289 | $6,603-95.6% | $5,381-94.6% | $11,409-97.5% |