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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 | $2,535 | $77,901-96.7% | $149,717-98.3% | $75,181-96.6% |
| Participation rate | 91.4% | 65.6%+25.8pp | 78.8%+12.6pp | 67.2%+24.2pp |
| Annual return | 202.61% | 31.73%+170.9pp | 134.41%+68.2pp | 160.69%+41.9pp |
| Employer contribution / active EE | $2,155 | $3,137-31.3% | $4,820-55.3% | $2,671-19.3% |
| Participant deferral / active EE | $923 | $3,411-73.0% | $5,682-83.8% | $4,126-77.6% |
| Admin fee / account holder | $11 | $5,949-99.8% | $13,213-99.9% | $5,650-99.8% |