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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 | $6,572 | $107,353-93.9% | $92,903-92.9% | $152,885-95.7% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 45.46% | 145.62%-100.2pp | 109.43%-64.0pp | 345.39%-299.9pp |
| Employer contribution / active EE | $967 | $4,222-77.1% | $3,653-73.5% | $4,763-79.7% |
| Participant deferral / active EE | $3,327 | $4,848-31.4% | $4,238-21.5% | $5,851-43.1% |
| Admin fee / account holder | $142 | $7,081-98.0% | $5,795-97.5% | $11,598-98.8% |