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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 | $6,031 | $114,119-94.7% | $107,187-94.4% | $138,895-95.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 30.43% | 273.21%-242.8pp | 204.55%-174.1pp | 145.39%-115.0pp |
| Employer contribution / active EE | $1,241 | $4,059-69.4% | $3,782-67.2% | $4,194-70.4% |
| Participant deferral / active EE | $2,621 | $5,538-52.7% | $5,096-48.6% | $6,396-59.0% |
| Admin fee / account holder | $71 | $10,024-99.3% | $9,162-99.2% | $12,562-99.4% |