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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 | $5,021 | $104,953-95.2% | $84,637-94.1% | $152,909-96.7% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 25.54% | 373.94%-348.4pp | 258.82%-233.3pp | 345.46%-319.9pp |
| Employer contribution / active EE | $873 | $3,304-73.6% | $2,653-67.1% | $4,764-81.7% |
| Participant deferral / active EE | $1,623 | $4,691-65.4% | $3,900-58.4% | $5,851-72.3% |
| Admin fee / account holder | $188 | $6,244-97.0% | $4,914-96.2% | $11,601-98.4% |