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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 | $23,301 | $162,821-85.7% | $133,978-82.6% | $158,982-85.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 108.79% | 41.95%+66.8pp | 45.10%+63.7pp | 302.99%-194.2pp |
| Employer contribution / active EE | $1,829 | $4,976-63.2% | $3,919-53.3% | $4,763-61.6% |
| Participant deferral / active EE | $4,341 | $5,910-26.5% | $5,047-14.0% | $5,983-27.4% |
| Admin fee / account holder | $6 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |