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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 | $4,870 | $78,428-93.8% | $95,960-94.9% | $79,852-93.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 41.13% | 19.37%+21.8pp | 91.63%-50.5pp | 31.72%+9.4pp |
| Employer contribution / active EE | $1,319 | $1,945-32.2% | $2,541-48.1% | $2,471-46.6% |
| Participant deferral / active EE | $1,988 | $3,440-42.2% | $4,167-52.3% | $3,740-46.8% |
| Admin fee / account holder | $120 | $5,622-97.9% | $6,797-98.2% | $5,306-97.7% |