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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 | $11,401 | $112,121-89.8% | $95,960-88.1% | $158,966-92.8% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 24.01% | 171.16%-147.1pp | 91.63%-67.6pp | 302.95%-278.9pp |
| Employer contribution / active EE | $1,798 | $3,199-43.8% | $2,541-29.2% | $4,762-62.2% |
| Participant deferral / active EE | $2,771 | $4,784-42.1% | $4,167-33.5% | $5,983-53.7% |
| Admin fee / account holder | $6 | $10,135-99.9% | $6,797-99.9% | $11,250-99.9% |