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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 | $8,392 | $118,869-92.9% | $96,575-91.3% | $167,518-95.0% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 16.50% | 50.49%-34.0pp | 37.79%-21.3pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,545 | $3,120-50.5% | $2,357-34.5% | $4,838-68.1% |
| Participant deferral / active EE | $2,279 | $4,616-50.6% | $3,849-40.8% | $6,342-64.1% |
| Admin fee / account holder | $277 | $8,067-96.6% | $6,182-95.5% | $12,312-97.7% |