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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 | $4,410 | $102,595-95.7% | $94,057-95.3% | $154,746-97.1% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 25.97% | 583.42%-557.4pp | 480.62%-454.7pp | 172.34%-146.4pp |
| Employer contribution / active EE | $729 | $3,147-76.8% | $2,933-75.1% | $4,379-83.3% |
| Participant deferral / active EE | $1,621 | $5,118-68.3% | $4,709-65.6% | $6,730-75.9% |
| Admin fee / account holder | $59 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |