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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 | $8,114 | $70,666-88.5% | $169,385-95.2% | $75,181-89.2% |
| Participation rate | 97.9% | 64.8%+33.1pp | 77.2%+20.8pp | 67.2%+30.7pp |
| Annual return | 41.86% | 36.37%+5.5pp | 405.82%-364.0pp | 160.69%-118.8pp |
| Employer contribution / active EE | $3,795 | $2,210+71.7% | $4,012-5.4% | $2,671+42.1% |
| Participant deferral / active EE | $2,152 | $4,308-50.0% | $6,221-65.4% | $4,126-47.8% |
| Admin fee / account holder | $95 | $5,402-98.3% | $9,011-99.0% | $5,650-98.3% |