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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 | $18,910 | $150,435-87.4% | $120,580-84.3% | $145,897-87.0% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 72.33% | 154.60%-82.3pp | 107.48%-35.2pp | 552.29%-480.0pp |
| Employer contribution / active EE | $1,341 | $4,352-69.2% | $3,469-61.3% | $4,663-71.2% |
| Participant deferral / active EE | $1,623 | $6,174-73.7% | $4,995-67.5% | $6,689-75.7% |
| Admin fee / account holder | $276 | $12,182-97.7% | $9,418-97.1% | $13,390-97.9% |