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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 | $9,099 | $115,796-92.1% | $101,264-91.0% | $158,950-94.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 43.66% | 56.15%-12.5pp | 46.48%-2.8pp | 302.91%-259.2pp |
| Employer contribution / active EE | $1,897 | $4,175-54.6% | $3,660-48.2% | $4,762-60.2% |
| Participant deferral / active EE | $2,995 | $4,958-39.6% | $4,370-31.5% | $5,983-49.9% |
| Admin fee / account holder | $42 | $7,247-99.4% | $5,947-99.3% | $11,248-99.6% |