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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 | $8,504 | $104,937-91.9% | $84,628-90.0% | $152,897-94.4% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 38.42% | 373.88%-335.5pp | 258.80%-220.4pp | 345.43%-307.0pp |
| Employer contribution / active EE | $2,762 | $3,303-16.4% | $2,653+4.1% | $4,764-42.0% |
| Participant deferral / active EE | $2,457 | $4,690-47.6% | $3,900-37.0% | $5,851-58.0% |
| Admin fee / account holder | $40 | $6,243-99.4% | $4,914-99.2% | $11,599-99.7% |