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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 | $7,672 | $99,009-92.3% | $86,581-91.1% | $147,585-94.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.39% | 1312.70%-1295.3pp | 965.06%-947.7pp | 578.58%-561.2pp |
| Employer contribution / active EE | $1,580 | $3,132-49.5% | $2,840-44.3% | $4,876-67.6% |
| Participant deferral / active EE | $1,914 | $3,972-51.8% | $3,609-46.9% | $5,439-64.8% |
| Admin fee / account holder | $191 | $5,709-96.7% | $4,904-96.1% | $10,886-98.2% |