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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 | $9,239 | $111,787-91.7% | $93,681-90.1% | $145,978-93.7% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.0pp | 80.3%-2.5pp |
| Annual return | 41.86% | 203.52%-161.7pp | 133.47%-91.6pp | 550.52%-508.7pp |
| Employer contribution / active EE | $1,045 | $3,093-66.2% | $2,422-56.8% | $4,662-77.6% |
| Participant deferral / active EE | $1,793 | $4,918-63.5% | $4,415-59.4% | $6,690-73.2% |
| Admin fee / account holder | $13 | $10,256-99.9% | $8,290-99.8% | $13,400-99.9% |