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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 | $4,125 | $76,312-94.6% | $67,221-93.9% | $158,982-97.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 46.56% | 22.77%+23.8pp | 20.72%+25.8pp | 302.99%-256.4pp |
| Employer contribution / active EE | $1,715 | $4,476-61.7% | $3,723-54.0% | $4,763-64.0% |
| Participant deferral / active EE | $1,739 | $5,264-67.0% | $4,384-60.3% | $5,983-70.9% |
| Admin fee / account holder | $177 | $8,005-97.8% | $5,844-97.0% | $11,252-98.4% |