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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 | $7,437 | $129,476-94.3% | $93,515-92.0% | $158,982-95.3% |
| Participation rate | 84.2% | 71.0%+13.2pp | 66.8%+17.4pp | 82.0%+2.2pp |
| Annual return | 45.80% | 118.56%-72.8pp | 78.21%-32.4pp | 302.99%-257.2pp |
| Employer contribution / active EE | $1,596 | $2,717-41.2% | $2,077-23.2% | $4,763-66.5% |
| Participant deferral / active EE | $2,256 | $3,916-42.4% | $3,129-27.9% | $5,983-62.3% |
| Admin fee / account holder | $122 | $7,396-98.4% | $5,235-97.7% | $11,252-98.9% |