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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 | $5,992 | $102,624-94.2% | $86,200-93.0% | $139,427-95.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 22.53% | 1922.69%-1900.2pp | 1168.58%-1146.1pp | 373.27%-350.7pp |
| Employer contribution / active EE | $999 | $3,033-67.1% | $2,381-58.0% | $4,752-79.0% |
| Participant deferral / active EE | $1,498 | $4,676-68.0% | $3,986-62.4% | $6,711-77.7% |
| Admin fee / account holder | $73 | $8,658-99.2% | $6,853-98.9% | $11,404-99.4% |