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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 | $3,984 | $99,652-96.0% | $78,778-94.9% | $147,586-97.3% |
| Participation rate | 87.0% | 76.2%+10.7pp | 69.2%+17.8pp | 82.8%+4.1pp |
| Annual return | 25.06% | 47.28%-22.2pp | 35.62%-10.6pp | 578.59%-553.5pp |
| Employer contribution / active EE | $367 | $2,796-86.9% | $1,986-81.5% | $4,876-92.5% |
| Participant deferral / active EE | $904 | $3,664-75.3% | $2,958-69.4% | $5,439-83.4% |
| Admin fee / account holder | $6 | $7,155-99.9% | $5,134-99.9% | $10,886-99.9% |