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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 | $15,945 | $152,612-89.6% | $125,192-87.3% | $152,897-89.6% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 61.44% | 54.85%+6.6pp | 43.79%+17.7pp | 345.43%-284.0pp |
| Employer contribution / active EE | $3,652 | $4,947-26.2% | $3,866-5.5% | $4,764-23.3% |
| Participant deferral / active EE | $6,879 | $5,868+17.2% | $4,937+39.3% | $5,851+17.6% |
| Admin fee / account holder | $75 | $13,437-99.4% | $9,704-99.2% | $11,599-99.4% |