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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 | $9,506 | $83,337-88.6% | $67,834-86.0% | $273,972-96.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 19.34% | 259.45%-240.1pp | 138.47%-119.1pp | 41.46%-22.1pp |
| Employer contribution / active EE | $1,664 | $3,287-49.4% | $2,403-30.8% | $4,869-65.8% |
| Participant deferral / active EE | $5,654 | $4,088+38.3% | $3,160+78.9% | $5,287+6.9% |
| Admin fee / account holder | $85 | $6,752-98.7% | $4,622-98.2% | $10,133-99.2% |