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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 | $2,117 | $85,024-97.5% | $70,544-97.0% | $139,466-98.5% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.4%+6.6pp | 80.3%-5.3pp |
| Annual return | 84.56% | 30.39%+54.2pp | 32.79%+51.8pp | 373.66%-289.1pp |
| Employer contribution / active EE | $1,200 | $3,912-69.3% | $2,976-59.7% | $4,754-74.8% |
| Participant deferral / active EE | $2,548 | $5,891-56.8% | $4,568-44.2% | $6,712-62.0% |
| Admin fee / account holder | $51 | $8,928-99.4% | $6,427-99.2% | $11,409-99.6% |