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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 | $8,359 | $83,337-90.0% | $67,834-87.7% | $273,972-96.9% |
| Participation rate | 81.8% | 76.4%+5.4pp | 68.8%+13.0pp | 83.0%-1.2pp |
| Annual return | 48.79% | 259.45%-210.7pp | 138.47%-89.7pp | 41.46%+7.3pp |
| Employer contribution / active EE | $1,640 | $3,287-50.1% | $2,403-31.8% | $4,869-66.3% |
| Participant deferral / active EE | $2,415 | $4,088-40.9% | $3,160-23.6% | $5,287-54.3% |
| Admin fee / account holder | $162 | $6,752-97.6% | $4,622-96.5% | $10,133-98.4% |