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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 | $8,630 | $100,895-91.4% | $90,430-90.5% | $158,950-94.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 32.30% | 1725.54%-1693.2pp | 1293.73%-1261.4pp | 302.91%-270.6pp |
| Employer contribution / active EE | $1,929 | $3,689-47.7% | $3,262-40.8% | $4,762-59.5% |
| Participant deferral / active EE | $2,838 | $4,347-34.7% | $3,963-28.4% | $5,983-52.6% |
| Admin fee / account holder | $16 | $6,505-99.7% | $5,613-99.7% | $11,248-99.9% |