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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 | $14,296 | $78,670-81.8% | $109,173-86.9% | $85,847-83.3% |
| Participation rate | 85.2% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.9pp |
| Annual return | 17.07% | 25.09%-8.0pp | 25.75%-8.7pp | 318.61%-301.5pp |
| Employer contribution / active EE | $2,025 | $2,734-25.9% | $3,723-45.6% | $2,565-21.1% |
| Participant deferral / active EE | $5,852 | $3,467+68.8% | $4,654+25.7% | $3,952+48.1% |
| Admin fee / account holder | $249 | $5,469-95.4% | $6,755-96.3% | $6,261-96.0% |