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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 | $5,070 | $107,368-95.3% | $92,915-94.5% | $152,909-96.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 54.50% | 145.64%-91.1pp | 109.45%-54.9pp | 345.46%-291.0pp |
| Employer contribution / active EE | $1,186 | $4,222-71.9% | $3,653-67.5% | $4,764-75.1% |
| Participant deferral / active EE | $1,356 | $4,848-72.0% | $4,238-68.0% | $5,851-76.8% |
| Admin fee / account holder | $31 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |