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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 | $8,078 | $95,406-91.5% | $185,849-95.7% | $85,847-90.6% |
| Participation rate | 76.3% | 68.8%+7.5pp | 81.7%-5.4pp | 69.3%+7.0pp |
| Annual return | 55.89% | 23.59%+32.3pp | 122.10%-66.2pp | 318.61%-262.7pp |
| Employer contribution / active EE | $826 | $3,314-75.1% | $5,169-84.0% | $2,565-67.8% |
| Participant deferral / active EE | $1,813 | $3,424-47.0% | $5,569-67.4% | $3,952-54.1% |
| Admin fee / account holder | $112 | $7,214-98.4% | $16,244-99.3% | $6,261-98.2% |