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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 | $4,137 | $111,535-96.3% | $105,223-96.1% | $137,256-97.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 25.06% | 237.85%-212.8pp | 180.65%-155.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $964 | $3,939-75.5% | $3,689-73.9% | $4,156-76.8% |
| Participant deferral / active EE | $2,148 | $5,500-60.9% | $5,072-57.6% | $6,407-66.5% |
| Admin fee / account holder | $22 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |