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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 | $8,860 | $84,741-89.5% | $75,731-88.3% | $167,553-94.7% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 17.84% | 199.72%-181.9pp | 104.65%-86.8pp | 478.89%-461.1pp |
| Employer contribution / active EE | $2,053 | $3,230-36.5% | $2,743-25.2% | $4,840-57.6% |
| Participant deferral / active EE | $1,038 | $4,577-77.3% | $3,820-72.8% | $6,343-83.6% |
| Admin fee / account holder | $18 | $5,361-99.7% | $3,620-99.5% | $12,316-99.9% |