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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 | $17,157 | $65,555-73.8% | $86,216-80.1% | $75,173-77.2% |
| Participation rate | 72.7% | 60.5%+12.2pp | 69.0%+3.8pp | 67.2%+5.5pp |
| Annual return | 19.57% | 46.07%-26.5pp | 1169.42%-1149.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $945 | $1,553-39.2% | $2,382-60.3% | $2,671-64.6% |
| Participant deferral / active EE | $2,007 | $3,023-33.6% | $3,986-49.7% | $4,126-51.4% |
| Admin fee / account holder | $122 | $5,469-97.8% | $6,853-98.2% | $5,651-97.8% |