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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 | $3,250 | $93,346-96.5% | $71,796-95.5% | $273,972-98.8% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 39.22% | 130.39%-91.2pp | 78.04%-38.8pp | 41.46%-2.2pp |
| Employer contribution / active EE | $1,429 | $2,733-47.7% | $1,924-25.8% | $4,869-70.7% |
| Participant deferral / active EE | $2,117 | $3,475-39.1% | $2,794-24.3% | $5,287-60.0% |
| Admin fee / account holder | $73 | $6,571-98.9% | $4,815-98.5% | $10,133-99.3% |