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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 | $8,405 | $98,776-91.5% | $149,745-94.4% | $79,856-89.5% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 74.08% | 27.38%+46.7pp | 276.72%-202.6pp | 31.71%+42.4pp |
| Employer contribution / active EE | $659 | $3,217-79.5% | $4,646-85.8% | $2,471-73.3% |
| Participant deferral / active EE | $3,932 | $5,681-30.8% | $6,843-42.5% | $3,741+5.1% |
| Admin fee / account holder | $72 | $6,053-98.8% | $9,312-99.2% | $5,306-98.6% |