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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 | $3,111 | $81,643-96.2% | $70,462-95.6% | $158,950-98.0% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 20.28% | 208.51%-188.2pp | 109.08%-88.8pp | 302.91%-282.6pp |
| Employer contribution / active EE | $872 | $3,218-72.9% | $2,737-68.1% | $4,762-81.7% |
| Participant deferral / active EE | $948 | $4,555-79.2% | $3,710-74.4% | $5,983-84.1% |
| Admin fee / account holder | $27 | $6,194-99.6% | $3,845-99.3% | $11,248-99.8% |