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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 | $4,713 | $100,911-95.3% | $90,440-94.8% | $158,966-97.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 21.71% | 1726.62%-1704.9pp | 1294.38%-1272.7pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,055 | $3,690-71.4% | $3,263-67.7% | $4,762-77.8% |
| Participant deferral / active EE | $1,821 | $4,348-58.1% | $3,964-54.0% | $5,983-69.6% |
| Admin fee / account holder | $93 | $6,507-98.6% | $5,615-98.3% | $11,250-99.2% |