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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 | $21,880 | $100,060-78.1% | $149,721-85.4% | $70,126-68.8% |
| Participation rate | 70.4% | 83.6%-13.2pp | 87.1%-16.7pp | 69.5%+0.8pp |
| Annual return | 21.29% | 27.46%-6.2pp | 1501.67%-1480.4pp | 73.15%-51.9pp |
| Employer contribution / active EE | $2,031 | $3,661-44.5% | $5,444-62.7% | $2,343-13.3% |
| Participant deferral / active EE | $3,732 | $4,982-25.1% | $6,568-43.2% | $3,332+12.0% |
| Admin fee / account holder | $192 | $8,285-97.7% | $11,282-98.3% | $4,645-95.9% |