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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 | $15,273 | $115,810-86.8% | $101,271-84.9% | $158,966-90.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.83% | 56.15%-33.3pp | 46.48%-23.6pp | 302.95%-280.1pp |
| Employer contribution / active EE | $3,231 | $4,175-22.6% | $3,660-11.7% | $4,762-32.2% |
| Participant deferral / active EE | $6,294 | $4,958+26.9% | $4,371+44.0% | $5,983+5.2% |
| Admin fee / account holder | $192 | $7,248-97.4% | $5,948-96.8% | $11,250-98.3% |