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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 | $7,700 | $58,391-86.8% | $76,657-90.0% | $72,975-89.4% |
| Participation rate | 95.7% | 67.4%+28.3pp | 72.1%+23.6pp | 69.5%+26.2pp |
| Annual return | 24.06% | 2306.65%-2282.6pp | 1166.74%-1142.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $666 | $1,787-62.7% | $2,303-71.1% | $2,440-72.7% |
| Participant deferral / active EE | $1,386 | $2,690-48.5% | $3,335-58.4% | $3,608-61.6% |
| Admin fee / account holder | $228 | $4,014-94.3% | $6,423-96.4% | $5,124-95.5% |