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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 | $14,393 | $85,766-83.2% | $136,298-89.4% | $70,126-79.5% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 33.31% | 31.46%+1.9pp | 5156.27%-5123.0pp | 73.15%-39.8pp |
| Employer contribution / active EE | $1,162 | $2,966-60.8% | $4,696-75.2% | $2,343-50.4% |
| Participant deferral / active EE | $2,548 | $5,051-49.6% | $6,247-59.2% | $3,332-23.5% |
| Admin fee / account holder | $88 | $5,421-98.4% | $9,244-99.1% | $4,645-98.1% |