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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 | $10,566 | $102,638-89.7% | $81,982-87.1% | $158,982-93.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 37.26% | 61.05%-23.8pp | 41.31%-4.1pp | 302.99%-265.7pp |
| Employer contribution / active EE | $779 | $3,241-76.0% | $2,498-68.8% | $4,763-83.6% |
| Participant deferral / active EE | $1,685 | $4,649-63.8% | $3,722-54.7% | $5,983-71.8% |
| Admin fee / account holder | $76 | $8,237-99.1% | $5,665-98.7% | $11,252-99.3% |