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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 | $3,337 | $166,131-98.0% | $164,975-98.0% | $145,877-97.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 36.48% | 100.37%-63.9pp | 70.12%-33.6pp | 551.28%-514.8pp |
| Employer contribution / active EE | $1,348 | $5,276-74.5% | $4,343-69.0% | $4,663-71.1% |
| Participant deferral / active EE | $2,767 | $6,962-60.3% | $6,033-54.1% | $6,691-58.6% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |