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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 | $3,929 | $102,938-96.2% | $94,105-95.8% | $138,895-97.2% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 22.32% | 250.28%-228.0pp | 204.55%-182.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $678 | $2,732-75.2% | $2,504-72.9% | $4,194-83.8% |
| Participant deferral / active EE | $1,464 | $4,196-65.1% | $3,881-62.3% | $6,396-77.1% |
| Admin fee / account holder | $285 | $6,600-95.7% | $6,199-95.4% | $12,562-97.7% |