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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 | $3,356 | $102,595-96.7% | $94,057-96.4% | $154,746-97.8% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 21.69% | 583.42%-561.7pp | 480.62%-458.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,363 | $3,147-56.7% | $2,933-53.5% | $4,379-68.9% |
| Participant deferral / active EE | $1,581 | $5,118-69.1% | $4,709-66.4% | $6,730-76.5% |
| Admin fee / account holder | $165 | $7,736-97.9% | $7,244-97.7% | $14,365-98.9% |