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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 | $6,875 | $106,008-93.5% | $92,240-92.5% | $147,586-95.3% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 35.14% | 50.05%-14.9pp | 176.29%-141.2pp | 578.59%-543.5pp |
| Employer contribution / active EE | $1,424 | $4,333-67.1% | $3,680-61.3% | $4,876-70.8% |
| Participant deferral / active EE | $2,783 | $4,478-37.9% | $3,897-28.6% | $5,439-48.8% |
| Admin fee / account holder | $124 | $6,333-98.0% | $5,194-97.6% | $10,886-98.9% |