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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 | $7,372 | $108,685-93.2% | $74,719-90.1% | $152,885-95.2% |
| Participation rate | 88.9% | 65.3%+23.5pp | 54.5%+34.4pp | 82.5%+6.4pp |
| Annual return | 24.55% | 114.09%-89.5pp | 753.05%-728.5pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,337 | $1,504-11.1% | $1,084+23.3% | $4,763-71.9% |
| Participant deferral / active EE | $2,125 | $2,712-21.6% | $1,963+8.2% | $5,851-63.7% |
| Admin fee / account holder | $47 | $4,905-99.0% | $3,334-98.6% | $11,598-99.6% |