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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 | $8,940 | $63,861-86.0% | $104,625-91.5% | $79,852-88.8% |
| Participation rate | 90.3% | 64.9%+25.4pp | 74.1%+16.2pp | 69.6%+20.7pp |
| Annual return | 49.45% | 21.30%+28.2pp | 340.60%-291.1pp | 31.72%+17.7pp |
| Employer contribution / active EE | $1,602 | $1,588+0.9% | $2,681-40.3% | $2,471-35.2% |
| Participant deferral / active EE | $3,263 | $2,693+21.2% | $3,738-12.7% | $3,740-12.8% |
| Admin fee / account holder | $170 | $4,185-95.9% | $6,465-97.4% | $5,306-96.8% |