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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 | $13,437 | $58,726-77.1% | $142,898-90.6% | $85,851-84.3% |
| Participation rate | 84.6% | 58.5%+26.1pp | 72.0%+12.7pp | 69.3%+15.3pp |
| Annual return | 21.01% | 27.73%-6.7pp | 5639.64%-5618.6pp | 318.63%-297.6pp |
| Employer contribution / active EE | $3,417 | $1,424+140.0% | $4,146-17.6% | $2,565+33.2% |
| Participant deferral / active EE | $5,727 | $2,609+119.5% | $3,838+49.2% | $3,952+44.9% |
| Admin fee / account holder | $269 | $4,234-93.7% | $6,560-95.9% | $6,261-95.7% |