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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 | $9,653 | $111,785-91.4% | $93,669-89.7% | $145,877-93.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 19.36% | 203.79%-184.4pp | 133.59%-114.2pp | 551.28%-531.9pp |
| Employer contribution / active EE | $3,468 | $3,096+12.0% | $2,424+43.1% | $4,663-25.6% |
| Participant deferral / active EE | $2,851 | $4,919-42.0% | $4,416-35.4% | $6,691-57.4% |
| Admin fee / account holder | $42 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |