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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 | $6,425 | $72,269-91.1% | $101,271-93.7% | $79,852-92.0% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 215.45% | 22.29%+193.2pp | 46.48%+169.0pp | 31.72%+183.7pp |
| Employer contribution / active EE | $1,476 | $2,692-45.2% | $3,660-59.7% | $2,471-40.3% |
| Participant deferral / active EE | $2,601 | $3,282-20.7% | $4,371-40.5% | $3,740-30.5% |
| Admin fee / account holder | $270 | $4,401-93.9% | $5,948-95.5% | $5,306-94.9% |