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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 | $5,842 | $65,566-91.1% | $86,235-93.2% | $75,177-92.2% |
| Participation rate | 98.0% | 60.5%+37.5pp | 69.0%+29.0pp | 67.2%+30.8pp |
| Annual return | 51.10% | 46.07%+5.0pp | 1170.03%-1118.9pp | 160.75%-109.7pp |
| Employer contribution / active EE | $2,043 | $1,553+31.5% | $2,381-14.2% | $2,671-23.5% |
| Participant deferral / active EE | $2,737 | $3,023-9.5% | $3,987-31.4% | $4,126-33.7% |
| Admin fee / account holder | $150 | $5,470-97.3% | $6,856-97.8% | $5,651-97.3% |