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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 | $8,695 | $115,796-92.5% | $101,264-91.4% | $158,950-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.19% | 56.15%-35.0pp | 46.48%-25.3pp | 302.91%-281.7pp |
| Employer contribution / active EE | $838 | $4,175-79.9% | $3,660-77.1% | $4,762-82.4% |
| Participant deferral / active EE | $1,776 | $4,958-64.2% | $4,370-59.4% | $5,983-70.3% |
| Admin fee / account holder | $279 | $7,247-96.2% | $5,947-95.3% | $11,248-97.5% |