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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 | $5,612 | $125,778-95.5% | $114,563-95.1% | $154,746-96.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 27.52% | 295.14%-267.6pp | 241.09%-213.6pp | 172.34%-144.8pp |
| Employer contribution / active EE | $727 | $2,806-74.1% | $2,592-71.9% | $4,379-83.4% |
| Participant deferral / active EE | $864 | $4,445-80.6% | $4,142-79.1% | $6,730-87.2% |
| Admin fee / account holder | $1 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |