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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 | $9,309 | $152,592-93.9% | $125,180-92.6% | $152,885-93.9% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.5%+13.0pp |
| Annual return | 28.66% | 54.84%-26.2pp | 43.79%-15.1pp | 345.39%-316.7pp |
| Employer contribution / active EE | $2,045 | $4,947-58.7% | $3,866-47.1% | $4,763-57.1% |
| Participant deferral / active EE | $2,023 | $5,868-65.5% | $4,937-59.0% | $5,851-65.4% |
| Admin fee / account holder | $47 | $13,435-99.7% | $9,703-99.5% | $11,598-99.6% |