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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 | $9,361 | $112,935-91.7% | $90,970-89.7% | $158,966-94.1% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 4.94% | 215.79%-210.8pp | 134.58%-129.6pp | 302.95%-298.0pp |
| Employer contribution / active EE | $752 | $2,895-74.0% | $2,122-64.6% | $4,762-84.2% |
| Participant deferral / active EE | $2,242 | $4,129-45.7% | $3,373-33.5% | $5,983-62.5% |
| Admin fee / account holder | $124 | $8,045-98.5% | $5,960-97.9% | $11,250-98.9% |