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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 | $4,443 | $100,139-95.6% | $85,187-94.8% | $145,884-97.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 48.94% | 84.15%-35.2pp | 66.67%-17.7pp | 551.85%-502.9pp |
| Employer contribution / active EE | $1,202 | $3,238-62.9% | $2,732-56.0% | $4,662-74.2% |
| Participant deferral / active EE | $2,064 | $5,296-61.0% | $4,525-54.4% | $6,690-69.1% |
| Admin fee / account holder | $41 | $7,262-99.4% | $6,162-99.3% | $13,392-99.7% |