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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 | $10,229 | $111,830-90.9% | $93,696-89.1% | $145,884-93.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 33.56% | 204.08%-170.5pp | 133.74%-100.2pp | 551.85%-518.3pp |
| Employer contribution / active EE | $1,240 | $3,093-59.9% | $2,422-48.8% | $4,662-73.4% |
| Participant deferral / active EE | $7,032 | $4,920+42.9% | $4,417+59.2% | $6,690+5.1% |
| Admin fee / account holder | $9 | $10,249-99.9% | $8,287-99.9% | $13,392-99.9% |