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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 | $8,380 | $82,028-89.8% | $123,105-93.2% | $59,633-85.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | 74.87% | 5.12%+69.8pp | 13.22%+61.7pp | 2041.45%-1966.6pp |
| Employer contribution / active EE | $4,642 | $3,297+40.8% | $5,151-9.9% | $2,203+110.7% |
| Participant deferral / active EE | $2,843 | $4,667-39.1% | $6,229-54.4% | $3,192-10.9% |
| Admin fee / account holder | $55 | $5,879-99.1% | $9,014-99.4% | $4,297-98.7% |