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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 | $4,694 | $100,203-95.3% | $85,240-94.5% | $145,897-96.8% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 12.57% | 84.28%-71.7pp | 66.75%-54.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $454 | $3,242-86.0% | $2,735-83.4% | $4,663-90.3% |
| Participant deferral / active EE | $928 | $5,299-82.5% | $4,527-79.5% | $6,689-86.1% |
| Admin fee / account holder | $278 | $7,265-96.2% | $6,165-95.5% | $13,390-97.9% |