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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 | $5,659 | $115,810-95.1% | $101,271-94.4% | $158,966-96.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 67.69% | 56.15%+11.5pp | 46.48%+21.2pp | 302.95%-235.3pp |
| Employer contribution / active EE | $966 | $4,175-76.9% | $3,660-73.6% | $4,762-79.7% |
| Participant deferral / active EE | $1,869 | $4,958-62.3% | $4,371-57.2% | $5,983-68.8% |
| Admin fee / account holder | $3 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |