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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 | $5,178 | $107,363-95.2% | $92,909-94.4% | $152,897-96.6% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.5%+11.7pp |
| Annual return | 24.18% | 145.63%-121.4pp | 109.44%-85.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $763 | $4,222-81.9% | $3,653-79.1% | $4,764-84.0% |
| Participant deferral / active EE | $2,196 | $4,848-54.7% | $4,238-48.2% | $5,851-62.5% |
| Admin fee / account holder | $275 | $7,082-96.1% | $5,795-95.3% | $11,599-97.6% |