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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 | $125,237-92.1% | $105,608-90.6% | $145,877-93.2% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 15.29% | 225.76%-210.5pp | 116.50%-101.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,716 | $3,720-53.9% | $3,167-45.8% | $4,663-63.2% |
| Participant deferral / active EE | $1,980 | $5,711-65.3% | $5,010-60.5% | $6,691-70.4% |
| Admin fee / account holder | $85 | $17,287-99.5% | $11,028-99.2% | $13,402-99.4% |