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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 | $3,200 | $149,040-97.9% | $120,225-97.3% | $137,256-97.7% |
| Participation rate | 86.4% | 75.4%+10.9pp | 69.6%+16.8pp | 80.0%+6.4pp |
| Annual return | 18.64% | 605.68%-587.0pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $840 | $4,350-80.7% | $3,475-75.8% | $4,156-79.8% |
| Participant deferral / active EE | $1,633 | $4,655-64.9% | $3,999-59.2% | $6,407-74.5% |
| Admin fee / account holder | $266 | $6,348-95.8% | $5,696-95.3% | $12,270-97.8% |