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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 | $3,329 | $103,008-96.8% | $90,304-96.3% | $152,897-97.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 34.87% | 95.22%-60.4pp | 78.13%-43.3pp | 345.43%-310.6pp |
| Employer contribution / active EE | $903 | $3,139-71.3% | $2,855-68.4% | $4,764-81.1% |
| Participant deferral / active EE | $1,418 | $4,281-66.9% | $3,885-63.5% | $5,851-75.8% |
| Admin fee / account holder | $220 | $6,175-96.4% | $5,354-95.9% | $11,599-98.1% |