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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 | $4,736 | $102,595-95.4% | $94,057-95.0% | $154,746-96.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 23.46% | 583.42%-560.0pp | 480.62%-457.2pp | 172.34%-148.9pp |
| Employer contribution / active EE | $752 | $3,147-76.1% | $2,933-74.4% | $4,379-82.8% |
| Participant deferral / active EE | $1,374 | $5,118-73.2% | $4,709-70.8% | $6,730-79.6% |
| Admin fee / account holder | $40 | $7,736-99.5% | $7,244-99.5% | $14,365-99.7% |