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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 | $8,481 | $107,368-92.1% | $92,915-90.9% | $152,909-94.5% |
| Participation rate | 95.2% | 79.8%+15.4pp | 76.0%+19.2pp | 82.5%+12.8pp |
| Annual return | 34.92% | 145.64%-110.7pp | 109.45%-74.5pp | 345.46%-310.5pp |
| Employer contribution / active EE | $1,698 | $4,222-59.8% | $3,653-53.5% | $4,764-64.3% |
| Participant deferral / active EE | $2,998 | $4,848-38.2% | $4,238-29.3% | $5,851-48.8% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |