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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 | $5,611 | $115,810-95.2% | $101,271-94.5% | $158,966-96.5% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 57.36% | 56.15%+1.2pp | 46.48%+10.9pp | 302.95%-245.6pp |
| Employer contribution / active EE | $1,315 | $4,175-68.5% | $3,660-64.1% | $4,762-72.4% |
| Participant deferral / active EE | $1,775 | $4,958-64.2% | $4,371-59.4% | $5,983-70.3% |
| Admin fee / account holder | $20 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |