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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 | $5,663 | $111,787-94.9% | $93,681-94.0% | $145,978-96.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 23.18% | 203.52%-180.3pp | 133.47%-110.3pp | 550.52%-527.3pp |
| Employer contribution / active EE | $1,686 | $3,093-45.5% | $2,422-30.4% | $4,662-63.8% |
| Participant deferral / active EE | $2,010 | $4,918-59.1% | $4,415-54.5% | $6,690-69.9% |
| Admin fee / account holder | $297 | $10,256-97.1% | $8,290-96.4% | $13,400-97.8% |