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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 | $4,353 | $99,995-95.6% | $85,063-94.9% | $145,978-97.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 14.63% | 83.99%-69.4pp | 66.54%-51.9pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,457 | $3,231-54.9% | $2,727-46.6% | $4,662-68.7% |
| Participant deferral / active EE | $2,237 | $5,295-57.8% | $4,523-50.5% | $6,690-66.6% |
| Admin fee / account holder | $57 | $7,255-99.2% | $6,155-99.1% | $13,400-99.6% |