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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 | $5,813 | $83,337-93.0% | $67,834-91.4% | $273,972-97.9% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | 4.95% | 259.45%-254.5pp | 138.47%-133.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $753 | $3,287-77.1% | $2,403-68.7% | $4,869-84.5% |
| Participant deferral / active EE | $2,949 | $4,088-27.9% | $3,160-6.7% | $5,287-44.2% |
| Admin fee / account holder | $210 | $6,752-96.9% | $4,622-95.5% | $10,133-97.9% |