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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 | $3,066 | $65,575-95.3% | $86,209-96.4% | $75,181-95.9% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | 20.80% | 46.07%-25.3pp | 1169.05%-1148.3pp | 160.69%-139.9pp |
| Employer contribution / active EE | $708 | $1,553-54.4% | $2,381-70.3% | $2,671-73.5% |
| Participant deferral / active EE | $1,562 | $3,023-48.3% | $3,986-60.8% | $4,126-62.1% |
| Admin fee / account holder | $73 | $5,470-98.7% | $6,853-98.9% | $5,650-98.7% |