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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 | $7,424 | $114,130-93.5% | $96,192-92.3% | $167,553-95.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 16.71% | 190.07%-173.4pp | 192.09%-175.4pp | 478.89%-462.2pp |
| Employer contribution / active EE | $653 | $3,431-81.0% | $2,799-76.7% | $4,840-86.5% |
| Participant deferral / active EE | $1,605 | $5,198-69.1% | $4,351-63.1% | $6,343-74.7% |
| Admin fee / account holder | $65 | $6,901-99.1% | $5,539-98.8% | $12,316-99.5% |