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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 | $7,340 | $63,346-88.4% | $92,240-92.0% | $70,126-89.5% |
| Participation rate | 82.9% | 68.7%+14.2pp | 76.5%+6.4pp | 69.5%+13.3pp |
| Annual return | 38.55% | 530.19%-491.6pp | 176.29%-137.7pp | 73.15%-34.6pp |
| Employer contribution / active EE | $1,949 | $2,471-21.1% | $3,680-47.0% | $2,343-16.8% |
| Participant deferral / active EE | $3,499 | $2,854+22.6% | $3,897-10.2% | $3,332+5.0% |
| Admin fee / account holder | $104 | $3,841-97.3% | $5,194-98.0% | $4,645-97.8% |