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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 | $10,329 | $121,701-91.5% | $104,639-90.1% | $158,982-93.5% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 41.45% | 465.72%-424.3pp | 340.67%-299.2pp | 302.99%-261.5pp |
| Employer contribution / active EE | $592 | $3,165-81.3% | $2,682-77.9% | $4,763-87.6% |
| Participant deferral / active EE | $4,321 | $4,176+3.5% | $3,738+15.6% | $5,983-27.8% |
| Admin fee / account holder | $33 | $7,778-99.6% | $6,465-99.5% | $11,252-99.7% |