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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 | $12,907 | $93,346-86.2% | $71,796-82.0% | $273,972-95.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 14.90% | 130.39%-115.5pp | 78.04%-63.1pp | 41.46%-26.6pp |
| Employer contribution / active EE | $7,797 | $2,733+185.3% | $1,924+305.2% | $4,869+60.2% |
| Participant deferral / active EE | $1,876 | $3,475-46.0% | $2,794-32.9% | $5,287-64.5% |
| Admin fee / account holder | $110 | $6,571-98.3% | $4,815-97.7% | $10,133-98.9% |