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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 | $6,927 | $49,239-85.9% | $70,462-90.2% | $79,858-91.3% |
| Participation rate | 90.9% | 69.2%+21.7pp | 75.1%+15.8pp | 69.6%+21.3pp |
| Annual return | 98.91% | 30.08%+68.8pp | 109.08%-10.2pp | 31.72%+67.2pp |
| Employer contribution / active EE | $1,582 | $2,100-24.7% | $2,737-42.2% | $2,471-36.0% |
| Participant deferral / active EE | $3,030 | $2,769+9.4% | $3,710-18.3% | $3,740-19.0% |
| Admin fee / account holder | $18 | $2,876-99.4% | $3,845-99.5% | $5,306-99.7% |