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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 | $3,596 | $76,368-95.3% | $67,681-94.7% | $154,746-97.7% |
| Participation rate | 85.7% | 79.0%+6.8pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 11.08% | 1066.77%-1055.7pp | 590.58%-579.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $681 | $3,151-78.4% | $2,678-74.6% | $4,379-84.5% |
| Participant deferral / active EE | $1,414 | $4,824-70.7% | $3,976-64.4% | $6,730-79.0% |
| Admin fee / account holder | $55 | $8,559-99.4% | $6,100-99.1% | $14,365-99.6% |