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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 | $4,948 | $162,821-97.0% | $133,978-96.3% | $158,982-96.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 83.80% | 41.95%+41.9pp | 45.10%+38.7pp | 302.99%-219.2pp |
| Employer contribution / active EE | $1,671 | $4,976-66.4% | $3,919-57.3% | $4,763-64.9% |
| Participant deferral / active EE | $2,278 | $5,910-61.5% | $5,047-54.9% | $5,983-61.9% |
| Admin fee / account holder | $233 | $11,742-98.0% | $8,930-97.4% | $11,252-97.9% |