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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 | $4,478 | $105,856-95.8% | $90,161-95.0% | $147,586-97.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 51.89% | 37.63%+14.3pp | 34.89%+17.0pp | 578.59%-526.7pp |
| Employer contribution / active EE | $1,348 | $4,126-67.3% | $3,318-59.4% | $4,876-72.4% |
| Participant deferral / active EE | $2,303 | $5,733-59.8% | $5,287-56.4% | $5,439-57.7% |
| Admin fee / account holder | $69 | $8,046-99.1% | $5,943-98.8% | $10,886-99.4% |