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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 | $11,850 | $177,353-93.3% | $158,226-92.5% | $198,609-94.0% |
| Participation rate | 80.0% | 77.0%+3.0pp | 74.8%+5.2pp | 82.4%-2.4pp |
| Annual return | 18.23% | 599.50%-581.3pp | 501.41%-483.2pp | 202.70%-184.5pp |
| Employer contribution / active EE | $786 | $3,239-75.7% | $2,986-73.7% | $5,055-84.5% |
| Participant deferral / active EE | $1,526 | $4,615-66.9% | $4,317-64.6% | $6,977-78.1% |
| Admin fee / account holder | $42 | $10,960-99.6% | $10,217-99.6% | $19,030-99.8% |