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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 | $9,909 | $125,190-92.1% | $105,624-90.6% | $145,897-93.2% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 15.29% | 225.22%-209.9pp | 116.20%-100.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,716 | $3,720-53.9% | $3,168-45.8% | $4,663-63.2% |
| Participant deferral / active EE | $1,980 | $5,716-65.4% | $5,013-60.5% | $6,689-70.4% |
| Admin fee / account holder | $85 | $17,138-99.5% | $10,961-99.2% | $13,390-99.4% |