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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 | $7,541 | $104,937-92.8% | $84,628-91.1% | $152,897-95.1% |
| Participation rate | 95.0% | 74.8%+20.2pp | 68.2%+26.8pp | 82.5%+12.5pp |
| Annual return | 17.03% | 373.88%-356.9pp | 258.80%-241.8pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,070 | $3,303-67.6% | $2,653-59.7% | $4,764-77.5% |
| Participant deferral / active EE | $1,135 | $4,690-75.8% | $3,900-70.9% | $5,851-80.6% |
| Admin fee / account holder | $257 | $6,243-95.9% | $4,914-94.8% | $11,599-97.8% |