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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 | $12,966 | $101,063-87.2% | $81,473-84.1% | $147,586-91.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 56.23% | 32.41%+23.8pp | 38.78%+17.5pp | 578.59%-522.4pp |
| Employer contribution / active EE | $2,046 | $3,206-36.2% | $2,568-20.3% | $4,876-58.0% |
| Participant deferral / active EE | $8,206 | $4,242+93.4% | $3,537+132.0% | $5,439+50.9% |
| Admin fee / account holder | $47 | $5,812-99.2% | $4,561-99.0% | $10,886-99.6% |