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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 | $10,826 | $106,003-89.8% | $92,236-88.3% | $147,585-92.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 25.13% | 50.05%-24.9pp | 176.29%-151.2pp | 578.57%-553.4pp |
| Employer contribution / active EE | $1,940 | $4,333-55.2% | $3,679-47.3% | $4,876-60.2% |
| Participant deferral / active EE | $2,788 | $4,478-37.7% | $3,897-28.5% | $5,439-48.7% |
| Admin fee / account holder | $165 | $6,333-97.4% | $5,194-96.8% | $10,885-98.5% |