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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 | $7,212 | $86,298-91.6% | $111,308-93.5% | $85,847-91.6% |
| Participation rate | 88.5% | 73.3%+15.1pp | 77.3%+11.1pp | 69.3%+19.1pp |
| Annual return | 22.99% | 19.99%+3.0pp | 54.67%-31.7pp | 318.61%-295.6pp |
| Employer contribution / active EE | $1,785 | $2,044-12.7% | $2,732-34.7% | $2,565-30.4% |
| Participant deferral / active EE | $4,906 | $3,641+34.7% | $4,487+9.3% | $3,952+24.1% |
| Admin fee / account holder | $5 | $8,189-99.9% | $7,965-99.9% | $6,261-99.9% |