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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 | $8,654 | $111,787-92.3% | $93,681-90.8% | $145,978-94.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 11.64% | 203.52%-191.9pp | 133.47%-121.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,035 | $3,093-66.5% | $2,422-57.3% | $4,662-77.8% |
| Participant deferral / active EE | $2,054 | $4,918-58.2% | $4,415-53.5% | $6,690-69.3% |
| Admin fee / account holder | $50 | $10,256-99.5% | $8,290-99.4% | $13,400-99.6% |