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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 | $12,190 | $85,766-85.8% | $136,297-91.1% | $70,124-82.6% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 23.87% | 31.45%-7.6pp | 5156.19%-5132.3pp | 73.14%-49.3pp |
| Employer contribution / active EE | $2,210 | $2,966-25.5% | $4,696-52.9% | $2,342-5.7% |
| Participant deferral / active EE | $2,402 | $5,051-52.5% | $6,247-61.6% | $3,332-27.9% |
| Admin fee / account holder | $178 | $5,420-96.7% | $9,244-98.1% | $4,645-96.2% |