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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 | $12,668 | $98,760-87.2% | $149,715-91.5% | $79,858-84.1% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 21.61% | 27.43%-5.8pp | 276.66%-255.1pp | 31.72%-10.1pp |
| Employer contribution / active EE | $2,318 | $3,217-28.0% | $4,645-50.1% | $2,471-6.2% |
| Participant deferral / active EE | $2,836 | $5,681-50.1% | $6,842-58.6% | $3,740-24.2% |
| Admin fee / account holder | $17 | $6,053-99.7% | $9,310-99.8% | $5,306-99.7% |