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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 | $3,533 | $116,434-97.0% | $65,583-94.6% | $139,487-97.5% |
| Participation rate | 71.4% | 67.9%+3.6pp | 65.0%+6.5pp | 80.3%-8.9pp |
| Annual return | 59.09% | 31.34%+27.8pp | 47.46%+11.6pp | 373.84%-314.7pp |
| Employer contribution / active EE | $931 | $2,602-64.2% | $1,692-45.0% | $4,755-80.4% |
| Participant deferral / active EE | $931 | $4,245-78.1% | $2,833-67.1% | $6,713-86.1% |
| Admin fee / account holder | $3 | $6,696-100.0% | $4,112-99.9% | $11,407-100.0% |