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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 | $5,466 | $107,368-94.9% | $92,915-94.1% | $152,909-96.4% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 29.23% | 145.64%-116.4pp | 109.45%-80.2pp | 345.46%-316.2pp |
| Employer contribution / active EE | $1,690 | $4,222-60.0% | $3,653-53.7% | $4,764-64.5% |
| Participant deferral / active EE | $2,034 | $4,848-58.0% | $4,238-52.0% | $5,851-65.2% |
| Admin fee / account holder | $9 | $7,082-99.9% | $5,796-99.8% | $11,601-99.9% |