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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 | $14,646 | $89,370-83.6% | $141,197-89.6% | $72,976-79.9% |
| Participation rate | 98.5% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 28.85% | 111.88%-83.0pp | 71.41%-42.6pp | 81.02%-52.2pp |
| Employer contribution / active EE | $2,606 | $3,115-16.3% | $4,736-45.0% | $2,440+6.8% |
| Participant deferral / active EE | $5,927 | $5,419+9.4% | $6,710-11.7% | $3,608+64.3% |
| Admin fee / account holder | $150 | $5,957-97.5% | $10,265-98.5% | $5,124-97.1% |