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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 | $3,265 | $129,239-97.5% | $93,419-96.5% | $158,966-97.9% |
| Participation rate | 70.0% | 70.9%-0.9pp | 66.8%+3.2pp | 82.0%-12.0pp |
| Annual return | 27.91% | 118.21%-90.3pp | 78.05%-50.1pp | 302.95%-275.0pp |
| Employer contribution / active EE | $904 | $2,711-66.6% | $2,075-56.4% | $4,762-81.0% |
| Participant deferral / active EE | $908 | $3,909-76.8% | $3,126-71.0% | $5,983-84.8% |
| Admin fee / account holder | $6 | $7,383-99.9% | $5,230-99.9% | $11,250-99.9% |