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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 | $7,378 | $77,419-90.5% | $69,461-89.4% | $152,885-95.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.5%+7.5pp |
| Annual return | 80.34% | 39.07%+41.3pp | 28.97%+51.4pp | 345.39%-265.0pp |
| Employer contribution / active EE | $3,377 | $3,315+1.9% | $2,779+21.5% | $4,763-29.1% |
| Participant deferral / active EE | $2,795 | $4,414-36.7% | $3,536-20.9% | $5,851-52.2% |
| Admin fee / account holder | $297 | $6,207-95.2% | $3,840-92.3% | $11,598-97.4% |