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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 | $11,349 | $72,177-84.3% | $115,038-90.1% | $59,633-81.0% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | 44.14% | 12.02%+32.1pp | 26.14%+18.0pp | 2041.45%-1997.3pp |
| Employer contribution / active EE | $1,284 | $2,841-54.8% | $4,608-72.1% | $2,203-41.7% |
| Participant deferral / active EE | $4,331 | $4,783-9.5% | $6,026-28.1% | $3,192+35.7% |
| Admin fee / account holder | $12 | $4,927-99.8% | $8,175-99.8% | $4,297-99.7% |