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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 | $4,776 | $134,001-96.4% | $112,258-95.7% | $134,509-96.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -18.36% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.5pp |
| Employer contribution / active EE | $866 | $4,039-78.6% | $3,636-76.2% | $4,741-81.7% |
| Participant deferral / active EE | $3,270 | $5,291-38.2% | $4,728-30.8% | $6,400-48.9% |
| Admin fee / account holder | $248 | $7,491-96.7% | $6,411-96.1% | $11,427-97.8% |