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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 | $14,196 | $152,612-90.7% | $125,192-88.7% | $152,897-90.7% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.5%+5.8pp |
| Annual return | 30.37% | 54.85%-24.5pp | 43.79%-13.4pp | 345.43%-315.1pp |
| Employer contribution / active EE | $4,442 | $4,947-10.2% | $3,866+14.9% | $4,764-6.8% |
| Participant deferral / active EE | $5,905 | $5,868+0.6% | $4,937+19.6% | $5,851+0.9% |
| Admin fee / account holder | $75 | $13,437-99.4% | $9,704-99.2% | $11,599-99.4% |