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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 | $14,155 | $76,551-81.5% | $123,894-88.6% | $62,881-77.5% |
| Participation rate | 70.0% | 73.0%-3.0pp | 81.4%-11.4pp | 69.3%+0.7pp |
| Annual return | 95.53% | 18.68%+76.9pp | 47.52%+48.0pp | 20.14%+75.4pp |
| Employer contribution / active EE | $974 | $2,882-66.2% | $4,617-78.9% | $2,281-57.3% |
| Participant deferral / active EE | $2,710 | $4,840-44.0% | $5,984-54.7% | $3,203-15.4% |
| Admin fee / account holder | $84 | $4,826-98.3% | $8,357-99.0% | $4,296-98.1% |