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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 | $8,127 | $58,714-86.2% | $142,874-94.3% | $85,856-90.5% |
| Participation rate | 98.1% | 58.5%+39.6pp | 72.0%+26.1pp | 69.3%+28.8pp |
| Annual return | 26.94% | 27.73%-0.8pp | 5638.58%-5611.6pp | 318.58%-291.6pp |
| Employer contribution / active EE | $1,992 | $1,423+40.0% | $4,145-51.9% | $2,565-22.3% |
| Participant deferral / active EE | $3,971 | $2,608+52.3% | $3,838+3.5% | $3,952+0.5% |
| Admin fee / account holder | $81 | $4,241-98.1% | $6,561-98.8% | $6,261-98.7% |