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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 | $5,554 | $66,431-91.6% | $109,916-94.9% | $85,851-93.5% |
| Participation rate | 85.2% | 63.9%+21.3pp | 74.2%+11.0pp | 69.3%+15.9pp |
| Annual return | 49.24% | 19.59%+29.6pp | 29.46%+19.8pp | 318.63%-269.4pp |
| Employer contribution / active EE | $1,525 | $1,688-9.7% | $2,844-46.4% | $2,565-40.6% |
| Participant deferral / active EE | $3,754 | $2,844+32.0% | $4,047-7.3% | $3,952-5.0% |
| Admin fee / account holder | $173 | $4,559-96.2% | $6,069-97.1% | $6,261-97.2% |