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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 | $7,399 | $109,372-93.2% | $89,414-91.7% | $158,966-95.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 27.52% | 345.55%-318.0pp | 245.50%-218.0pp | 302.95%-275.4pp |
| Employer contribution / active EE | $1,081 | $3,171-65.9% | $2,586-58.2% | $4,762-77.3% |
| Participant deferral / active EE | $2,136 | $4,598-53.6% | $3,890-45.1% | $5,983-64.3% |
| Admin fee / account holder | $171 | $6,156-97.2% | $4,883-96.5% | $11,250-98.5% |