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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 | $6,269 | $106,923-94.1% | $84,023-92.5% | $152,909-95.9% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 28.92% | 105.02%-76.1pp | 71.32%-42.4pp | 345.46%-316.5pp |
| Employer contribution / active EE | $1,235 | $2,735-54.8% | $1,984-37.7% | $4,764-74.1% |
| Participant deferral / active EE | $1,497 | $4,013-62.7% | $3,239-53.8% | $5,851-74.4% |
| Admin fee / account holder | $39 | $8,289-99.5% | $6,102-99.4% | $11,601-99.7% |