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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 | $11,028 | $104,937-89.5% | $84,628-87.0% | $152,897-92.8% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 26.57% | 373.88%-347.3pp | 258.80%-232.2pp | 345.43%-318.9pp |
| Employer contribution / active EE | $1,130 | $3,303-65.8% | $2,653-57.4% | $4,764-76.3% |
| Participant deferral / active EE | $1,995 | $4,690-57.5% | $3,900-48.8% | $5,851-65.9% |
| Admin fee / account holder | $60 | $6,243-99.0% | $4,914-98.8% | $11,599-99.5% |