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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 | $7,441 | $104,953-92.9% | $84,637-91.2% | $152,909-95.1% |
| Participation rate | 92.9% | 74.8%+18.0pp | 68.2%+24.6pp | 82.5%+10.4pp |
| Annual return | 33.28% | 373.94%-340.7pp | 258.82%-225.5pp | 345.46%-312.2pp |
| Employer contribution / active EE | $900 | $3,304-72.8% | $2,653-66.1% | $4,764-81.1% |
| Participant deferral / active EE | $2,659 | $4,691-43.3% | $3,900-31.8% | $5,851-54.6% |
| Admin fee / account holder | $57 | $6,244-99.1% | $4,914-98.8% | $11,601-99.5% |