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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 | $12,778 | $106,918-88.0% | $84,021-84.8% | $152,897-91.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 27.87% | 105.01%-77.1pp | 71.32%-43.4pp | 345.43%-317.6pp |
| Employer contribution / active EE | $1,518 | $2,735-44.5% | $1,984-23.5% | $4,764-68.1% |
| Participant deferral / active EE | $2,877 | $4,012-28.3% | $3,239-11.2% | $5,851-50.8% |
| Admin fee / account holder | $20 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |