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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 | $1,480 | $51,222-97.1% | $70,544-97.9% | $75,173-98.0% |
| Participation rate | 73.0% | 61.0%+12.0pp | 68.4%+4.6pp | 67.2%+5.8pp |
| Annual return | 152.65% | 30.06%+122.6pp | 32.79%+119.9pp | 160.72%-8.1pp |
| Employer contribution / active EE | $559 | $1,827-69.4% | $2,976-81.2% | $2,671-79.1% |
| Participant deferral / active EE | $1,751 | $2,850-38.6% | $4,568-61.7% | $4,126-57.6% |
| Admin fee / account holder | $60 | $4,096-98.5% | $6,427-99.1% | $5,651-98.9% |