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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 | $7,401 | $110,801-93.3% | $86,615-91.5% | $167,536-95.6% |
| Participation rate | 84.6% | 75.8%+8.8pp | 71.6%+13.0pp | 82.1%+2.5pp |
| Annual return | 23.22% | 116.96%-93.7pp | 63.51%-40.3pp | 478.82%-455.6pp |
| Employer contribution / active EE | $860 | $3,245-73.5% | $2,496-65.5% | $4,839-82.2% |
| Participant deferral / active EE | $2,669 | $4,547-41.3% | $3,699-27.9% | $6,342-57.9% |
| Admin fee / account holder | $61 | $8,417-99.3% | $5,830-98.9% | $12,315-99.5% |