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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 | $5,063 | $99,995-94.9% | $85,063-94.0% | $145,978-96.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 90.55% | 83.99%+6.6pp | 66.54%+24.0pp | 550.52%-460.0pp |
| Employer contribution / active EE | $1,322 | $3,231-59.1% | $2,727-51.5% | $4,662-71.6% |
| Participant deferral / active EE | $2,173 | $5,295-59.0% | $4,523-52.0% | $6,690-67.5% |
| Admin fee / account holder | $14 | $7,255-99.8% | $6,155-99.8% | $13,400-99.9% |