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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 | $11,309 | $112,915-90.0% | $90,965-87.6% | $158,950-92.9% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 21.50% | 215.75%-194.3pp | 134.57%-113.1pp | 302.91%-281.4pp |
| Employer contribution / active EE | $1,382 | $2,894-52.2% | $2,122-34.9% | $4,762-71.0% |
| Participant deferral / active EE | $2,388 | $4,128-42.2% | $3,373-29.2% | $5,983-60.1% |
| Admin fee / account holder | $255 | $8,044-96.8% | $5,960-95.7% | $11,248-97.7% |