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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 | $7,669 | $109,344-93.0% | $89,400-91.4% | $158,950-95.2% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 26.16% | 345.73%-319.6pp | 245.64%-219.5pp | 302.91%-276.7pp |
| Employer contribution / active EE | $680 | $3,170-78.5% | $2,586-73.7% | $4,762-85.7% |
| Participant deferral / active EE | $3,050 | $4,599-33.7% | $3,890-21.6% | $5,983-49.0% |
| Admin fee / account holder | $98 | $6,154-98.4% | $4,882-98.0% | $11,248-99.1% |