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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 | $4,833 | $96,361-95.0% | $80,607-94.0% | $139,456-96.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 25.80% | 1350.95%-1325.2pp | 936.11%-910.3pp | 373.45%-347.7pp |
| Employer contribution / active EE | $1,228 | $3,262-62.4% | $2,724-54.9% | $4,753-74.2% |
| Participant deferral / active EE | $1,234 | $5,232-76.4% | $4,448-72.3% | $6,711-81.6% |
| Admin fee / account holder | $15 | $6,601-99.8% | $5,379-99.7% | $11,407-99.9% |