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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 | $8,261 | $109,411-92.4% | $89,435-90.8% | $158,982-94.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.7pp |
| Annual return | 17.41% | 345.68%-328.3pp | 245.55%-228.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,334 | $3,173-58.0% | $2,587-48.5% | $4,763-72.0% |
| Participant deferral / active EE | $3,608 | $4,600-21.6% | $3,890-7.3% | $5,983-39.7% |
| Admin fee / account holder | $153 | $6,159-97.5% | $4,884-96.9% | $11,252-98.6% |