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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 | $5,609 | $73,546-92.4% | $63,018-91.1% | $147,586-96.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 11.04% | 175.56%-164.5pp | 87.62%-76.6pp | 578.59%-567.6pp |
| Employer contribution / active EE | $971 | $3,324-70.8% | $2,761-64.8% | $4,876-80.1% |
| Participant deferral / active EE | $1,570 | $4,185-62.5% | $3,330-52.8% | $5,439-71.1% |
| Admin fee / account holder | $30 | $5,956-99.5% | $3,601-99.2% | $10,886-99.7% |