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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 | $10,505 | $102,638-89.8% | $81,982-87.2% | $158,982-93.4% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.3%+2.2pp | 82.0%-10.5pp |
| Annual return | 68.60% | 61.05%+7.5pp | 41.31%+27.3pp | 302.99%-234.4pp |
| Employer contribution / active EE | $1,961 | $3,241-39.5% | $2,498-21.5% | $4,763-58.8% |
| Participant deferral / active EE | $2,790 | $4,649-40.0% | $3,722-25.1% | $5,983-53.4% |
| Admin fee / account holder | $20 | $8,237-99.8% | $5,665-99.6% | $11,252-99.8% |