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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 | $7,949 | $107,363-92.6% | $92,909-91.4% | $152,897-94.8% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 30.06% | 145.63%-115.6pp | 109.44%-79.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $1,577 | $4,222-62.6% | $3,653-56.8% | $4,764-66.9% |
| Participant deferral / active EE | $2,050 | $4,848-57.7% | $4,238-51.6% | $5,851-65.0% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |