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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 | $7,298 | $121,656-94.0% | $104,614-93.0% | $158,950-95.4% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 19.65% | 465.51%-445.9pp | 340.56%-320.9pp | 302.91%-283.3pp |
| Employer contribution / active EE | $423 | $3,164-86.6% | $2,681-84.2% | $4,762-91.1% |
| Participant deferral / active EE | $896 | $4,177-78.5% | $3,739-76.0% | $5,983-85.0% |
| Admin fee / account holder | $53 | $7,775-99.3% | $6,464-99.2% | $11,248-99.5% |