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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 | $5,090 | $72,403-93.0% | $67,524-92.5% | $145,978-96.5% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.5pp | 80.3%+14.2pp |
| Annual return | 38.99% | 7197.23%-7158.2pp | 3519.41%-3480.4pp | 550.52%-511.5pp |
| Employer contribution / active EE | $1,295 | $3,072-57.8% | $2,734-52.6% | $4,662-72.2% |
| Participant deferral / active EE | $3,692 | $4,782-22.8% | $4,001-7.7% | $6,690-44.8% |
| Admin fee / account holder | $161 | $5,541-97.1% | $4,001-96.0% | $13,400-98.8% |