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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 | $4,507 | $100,911-95.5% | $90,440-95.0% | $158,966-97.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 41.67% | 1726.62%-1684.9pp | 1294.38%-1252.7pp | 302.95%-261.3pp |
| Employer contribution / active EE | $834 | $3,690-77.4% | $3,263-74.4% | $4,762-82.5% |
| Participant deferral / active EE | $1,409 | $4,348-67.6% | $3,964-64.5% | $5,983-76.5% |
| Admin fee / account holder | $83 | $6,507-98.7% | $5,615-98.5% | $11,250-99.3% |