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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 | $2,752 | $109,411-97.5% | $89,435-96.9% | $158,982-98.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 20.79% | 345.68%-324.9pp | 245.55%-224.8pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,060 | $3,173-66.6% | $2,587-59.0% | $4,763-77.7% |
| Participant deferral / active EE | $3,007 | $4,600-34.6% | $3,890-22.7% | $5,983-49.7% |
| Admin fee / account holder | $180 | $6,159-97.1% | $4,884-96.3% | $11,252-98.4% |