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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 | $8,042 | $115,814-93.1% | $101,275-92.1% | $158,982-94.9% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 38.61% | 56.16%-17.5pp | 46.48%-7.9pp | 302.99%-264.4pp |
| Employer contribution / active EE | $1,339 | $4,176-67.9% | $3,660-63.4% | $4,763-71.9% |
| Participant deferral / active EE | $3,904 | $4,958-21.3% | $4,371-10.7% | $5,983-34.7% |
| Admin fee / account holder | $159 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |