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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 | $3,462 | $109,372-96.8% | $89,414-96.1% | $158,966-97.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 37.91% | 345.55%-307.6pp | 245.50%-207.6pp | 302.95%-265.0pp |
| Employer contribution / active EE | $361 | $3,171-88.6% | $2,586-86.1% | $4,762-92.4% |
| Participant deferral / active EE | $1,438 | $4,598-68.7% | $3,890-63.0% | $5,983-76.0% |
| Admin fee / account holder | $13 | $6,156-99.8% | $4,883-99.7% | $11,250-99.9% |