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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 | $15,996 | $115,814-86.2% | $101,275-84.2% | $158,982-89.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 15.71% | 56.16%-40.4pp | 46.48%-30.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,358 | $4,176-67.5% | $3,660-62.9% | $4,763-71.5% |
| Participant deferral / active EE | $1,754 | $4,958-64.6% | $4,371-59.9% | $5,983-70.7% |
| Admin fee / account holder | $132 | $7,249-98.2% | $5,948-97.8% | $11,252-98.8% |