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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 | $3,354 | $115,810-97.1% | $101,271-96.7% | $158,966-97.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 216.58% | 56.15%+160.4pp | 46.48%+170.1pp | 302.95%-86.4pp |
| Employer contribution / active EE | $1,079 | $4,175-74.2% | $3,660-70.5% | $4,762-77.3% |
| Participant deferral / active EE | $1,785 | $4,958-64.0% | $4,371-59.2% | $5,983-70.2% |
| Admin fee / account holder | $207 | $7,248-97.2% | $5,948-96.5% | $11,250-98.2% |