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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 | $9,003 | $106,008-91.5% | $92,240-90.2% | $147,586-93.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 20.50% | 50.05%-29.6pp | 176.29%-155.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $2,211 | $4,333-49.0% | $3,680-39.9% | $4,876-54.7% |
| Participant deferral / active EE | $5,407 | $4,478+20.7% | $3,897+38.8% | $5,439-0.6% |
| Admin fee / account holder | $94 | $6,333-98.5% | $5,194-98.2% | $10,886-99.1% |