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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 | $10,074 | $97,761-89.7% | $83,850-88.0% | $135,382-92.6% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | 155.33% | 1287.44%-1132.1pp | 850.92%-695.6pp | 519.77%-364.4pp |
| Employer contribution / active EE | $1,490 | $4,222-64.7% | $3,631-59.0% | $4,779-68.8% |
| Participant deferral / active EE | $1,483 | $4,682-68.3% | $4,082-63.7% | $5,609-73.6% |
| Admin fee / account holder | $273 | $6,674-95.9% | $5,478-95.0% | $10,829-97.5% |