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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 | $4,586 | $110,248-95.8% | $95,728-95.2% | $139,456-96.7% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 54.93% | 27.16%+27.8pp | 28.40%+26.5pp | 373.45%-318.5pp |
| Employer contribution / active EE | $1,067 | $3,258-67.3% | $2,835-62.4% | $4,753-77.6% |
| Participant deferral / active EE | $1,987 | $4,675-57.5% | $4,245-53.2% | $6,711-70.4% |
| Admin fee / account holder | $64 | $6,607-99.0% | $5,673-98.9% | $11,407-99.4% |