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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 | $9,599 | $99,031-90.3% | $86,597-88.9% | $147,585-93.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 19.69% | 1312.56%-1292.9pp | 964.96%-945.3pp | 578.57%-558.9pp |
| Employer contribution / active EE | $1,533 | $3,132-51.1% | $2,840-46.0% | $4,876-68.6% |
| Participant deferral / active EE | $3,079 | $3,972-22.5% | $3,609-14.7% | $5,439-43.4% |
| Admin fee / account holder | $238 | $5,711-95.8% | $4,906-95.2% | $10,885-97.8% |