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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 | $6,186 | $95,664-93.5% | $76,902-92.0% | $139,487-95.6% |
| Participation rate | 87.5% | 74.0%+13.5pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 20.35% | 55.03%-34.7pp | 37.91%-17.6pp | 373.84%-353.5pp |
| Employer contribution / active EE | $785 | $3,147-75.1% | $2,534-69.0% | $4,755-83.5% |
| Participant deferral / active EE | $2,805 | $4,626-39.4% | $3,833-26.8% | $6,713-58.2% |
| Admin fee / account holder | $115 | $8,311-98.6% | $5,479-97.9% | $11,407-99.0% |