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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 | $6,479 | $118,875-94.6% | $96,572-93.3% | $167,553-96.1% |
| Participation rate | 92.9% | 75.5%+17.4pp | 69.8%+23.0pp | 82.1%+10.7pp |
| Annual return | 28.51% | 50.50%-22.0pp | 37.79%-9.3pp | 478.89%-450.4pp |
| Employer contribution / active EE | $1,509 | $3,121-51.6% | $2,357-36.0% | $4,840-68.8% |
| Participant deferral / active EE | $2,844 | $4,617-38.4% | $3,850-26.1% | $6,343-55.2% |
| Admin fee / account holder | $61 | $8,070-99.2% | $6,183-99.0% | $12,316-99.5% |