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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 | $18,521 | $124,346-85.1% | $111,308-83.4% | $167,536-88.9% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 13.15% | 37.45%-24.3pp | 54.67%-41.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $1,125 | $3,437-67.3% | $2,732-58.8% | $4,839-76.7% |
| Participant deferral / active EE | $6,764 | $5,182+30.5% | $4,487+50.7% | $6,342+6.6% |
| Admin fee / account holder | $19 | $10,621-99.8% | $7,965-99.8% | $12,315-99.8% |