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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 | $13,871 | $107,944-87.1% | $91,994-84.9% | $152,885-90.9% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.5%+8.5pp |
| Annual return | 22.93% | 89.26%-66.3pp | 69.03%-46.1pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,541 | $4,210-63.4% | $3,452-55.4% | $4,763-67.6% |
| Participant deferral / active EE | $2,090 | $6,365-67.2% | $5,923-64.7% | $5,851-64.3% |
| Admin fee / account holder | $105 | $10,521-99.0% | $7,743-98.6% | $11,598-99.1% |