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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 | $5,067 | $96,524-94.8% | $75,900-93.3% | $152,909-96.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.3%+7.6pp | 82.5%-5.5pp |
| Annual return | 121.60% | 33.93%+87.7pp | 30.73%+90.9pp | 345.46%-223.9pp |
| Employer contribution / active EE | $1,161 | $3,311-64.9% | $2,501-53.6% | $4,764-75.6% |
| Participant deferral / active EE | $2,028 | $4,554-55.5% | $3,604-43.7% | $5,851-65.3% |
| Admin fee / account holder | $233 | $8,082-97.1% | $5,421-95.7% | $11,601-98.0% |