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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 | $4,025 | $99,995-96.0% | $85,063-95.3% | $145,978-97.2% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.5pp |
| Annual return | 13.93% | 83.99%-70.1pp | 66.54%-52.6pp | 550.52%-536.6pp |
| Employer contribution / active EE | $2,041 | $3,231-36.8% | $2,727-25.2% | $4,662-56.2% |
| Participant deferral / active EE | $1,283 | $5,295-75.8% | $4,523-71.6% | $6,690-80.8% |
| Admin fee / account holder | $38 | $7,255-99.5% | $6,155-99.4% | $13,400-99.7% |