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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 | $3,925 | $73,978-94.7% | $96,515-95.9% | $75,173-94.8% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 128.40% | 26.72%+101.7pp | 35.73%+92.7pp | 160.72%-32.3pp |
| Employer contribution / active EE | $1,129 | $2,931-61.5% | $3,740-69.8% | $2,671-57.7% |
| Participant deferral / active EE | $2,620 | $3,660-28.4% | $4,880-46.3% | $4,126-36.5% |
| Admin fee / account holder | $277 | $5,219-94.7% | $6,735-95.9% | $5,651-95.1% |