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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 | $8,459 | $103,000-91.8% | $90,300-90.6% | $152,885-94.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 40.24% | 95.19%-55.0pp | 78.11%-37.9pp | 345.39%-305.1pp |
| Employer contribution / active EE | $1,367 | $3,138-56.5% | $2,854-52.1% | $4,763-71.3% |
| Participant deferral / active EE | $3,027 | $4,281-29.3% | $3,884-22.1% | $5,851-48.3% |
| Admin fee / account holder | $193 | $6,173-96.9% | $5,353-96.4% | $11,598-98.3% |