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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 | $6,041 | $103,038-94.1% | $90,324-93.3% | $152,909-96.0% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 36.74% | 95.25%-58.5pp | 78.15%-41.4pp | 345.46%-308.7pp |
| Employer contribution / active EE | $1,402 | $3,141-55.4% | $2,856-50.9% | $4,764-70.6% |
| Participant deferral / active EE | $1,423 | $4,282-66.8% | $3,885-63.4% | $5,851-75.7% |
| Admin fee / account holder | $132 | $6,177-97.9% | $5,356-97.5% | $11,601-98.9% |