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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 | $11,751 | $70,684-83.4% | $169,397-93.1% | $75,177-84.4% |
| Participation rate | 74.5% | 64.8%+9.7pp | 77.2%-2.7pp | 67.2%+7.3pp |
| Annual return | 95.10% | 36.38%+58.7pp | 406.23%-311.1pp | 160.75%-65.6pp |
| Employer contribution / active EE | $1,491 | $2,211-32.5% | $4,013-62.8% | $2,671-44.2% |
| Participant deferral / active EE | $2,386 | $4,310-44.6% | $6,223-61.7% | $4,126-42.2% |
| Admin fee / account holder | $279 | $5,404-94.8% | $9,017-96.9% | $5,651-95.1% |