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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 | $6,793 | $107,363-93.7% | $92,909-92.7% | $152,897-95.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 38.80% | 145.63%-106.8pp | 109.44%-70.6pp | 345.43%-306.6pp |
| Employer contribution / active EE | $1,717 | $4,222-59.3% | $3,653-53.0% | $4,764-64.0% |
| Participant deferral / active EE | $2,762 | $4,848-43.0% | $4,238-34.8% | $5,851-52.8% |
| Admin fee / account holder | $58 | $7,082-99.2% | $5,795-99.0% | $11,599-99.5% |