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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 | $3,780 | $75,962-95.0% | $154,111-97.5% | $64,173-94.1% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.3pp | 69.6%+24.8pp |
| Annual return | 36.78% | 30.32%+6.5pp | 735.18%-698.4pp | 7.63%+29.2pp |
| Employer contribution / active EE | $1,136 | $3,350-66.1% | $5,298-78.6% | $2,381-52.3% |
| Participant deferral / active EE | $2,055 | $3,175-35.3% | $5,081-59.6% | $3,470-40.8% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |