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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 | $4,559 | $81,643-94.4% | $70,462-93.5% | $158,950-97.1% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 18.70% | 208.51%-189.8pp | 109.08%-90.4pp | 302.91%-284.2pp |
| Employer contribution / active EE | $1,015 | $3,218-68.5% | $2,737-62.9% | $4,762-78.7% |
| Participant deferral / active EE | $1,161 | $4,555-74.5% | $3,710-68.7% | $5,983-80.6% |
| Admin fee / account holder | $35 | $6,194-99.4% | $3,845-99.1% | $11,248-99.7% |