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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 | $12,045 | $99,011-87.8% | $86,582-86.1% | $147,586-91.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 28.47% | 1312.75%-1284.3pp | 965.08%-936.6pp | 578.59%-550.1pp |
| Employer contribution / active EE | $1,170 | $3,132-62.7% | $2,839-58.8% | $4,876-76.0% |
| Participant deferral / active EE | $2,340 | $3,972-41.1% | $3,609-35.2% | $5,439-57.0% |
| Admin fee / account holder | $92 | $5,709-98.4% | $4,904-98.1% | $10,886-99.2% |