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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 | $8,635 | $111,785-92.3% | $93,669-90.8% | $145,877-94.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 17.95% | 203.79%-185.8pp | 133.59%-115.6pp | 551.28%-533.3pp |
| Employer contribution / active EE | $645 | $3,096-79.2% | $2,424-73.4% | $4,663-86.2% |
| Participant deferral / active EE | $2,786 | $4,919-43.4% | $4,416-36.9% | $6,691-58.4% |
| Admin fee / account holder | $158 | $10,256-98.5% | $8,291-98.1% | $13,402-98.8% |