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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 | $5,227 | $99,345-94.7% | $84,753-93.8% | $273,972-98.1% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 79.71% | 22.93%+56.8pp | 22.78%+56.9pp | 41.46%+38.3pp |
| Employer contribution / active EE | $1,325 | $4,214-68.6% | $3,574-62.9% | $4,869-72.8% |
| Participant deferral / active EE | $2,644 | $4,270-38.1% | $3,712-28.8% | $5,287-50.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |