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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 | $7,142 | $85,766-91.7% | $136,298-94.8% | $70,126-89.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 50.12% | 31.46%+18.7pp | 5156.27%-5106.1pp | 73.15%-23.0pp |
| Employer contribution / active EE | $1,387 | $2,966-53.2% | $4,696-70.5% | $2,343-40.8% |
| Participant deferral / active EE | $2,674 | $5,051-47.1% | $6,247-57.2% | $3,332-19.7% |
| Admin fee / account holder | $64 | $5,421-98.8% | $9,244-99.3% | $4,645-98.6% |