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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 | $8,313 | $111,535-92.5% | $105,223-92.1% | $137,256-93.9% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 27.00% | 237.85%-210.9pp | 180.65%-153.7pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,332 | $3,939-66.2% | $3,689-63.9% | $4,156-68.0% |
| Participant deferral / active EE | $2,307 | $5,500-58.1% | $5,072-54.5% | $6,407-64.0% |
| Admin fee / account holder | $125 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |