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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 | $6,868 | $175,259-96.1% | $149,723-95.4% | $139,487-95.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 23.68% | 166.82%-143.1pp | 134.50%-110.8pp | 373.84%-350.2pp |
| Employer contribution / active EE | $1,734 | $5,478-68.3% | $4,821-64.0% | $4,755-63.5% |
| Participant deferral / active EE | $2,550 | $6,522-60.9% | $5,682-55.1% | $6,713-62.0% |
| Admin fee / account holder | $86 | $16,158-99.5% | $13,215-99.4% | $11,407-99.2% |