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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 | $14,325 | $78,705-81.8% | $117,860-87.8% | $70,124-79.6% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.7pp | 69.5%+27.8pp |
| Annual return | 16.37% | 23.30%-6.9pp | 335.10%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $3,675 | $2,223+65.3% | $3,786-2.9% | $2,342+56.9% |
| Participant deferral / active EE | $1,902 | $3,297-42.3% | $4,482-57.6% | $3,332-42.9% |
| Admin fee / account holder | $137 | $5,065-97.3% | $8,021-98.3% | $4,645-97.0% |