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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 | $13,146 | $118,877-88.9% | $96,570-86.4% | $167,536-92.2% |
| Participation rate | 86.4% | 75.5%+10.9pp | 69.8%+16.5pp | 82.1%+4.3pp |
| Annual return | 32.08% | 50.50%-18.4pp | 37.79%-5.7pp | 478.82%-446.7pp |
| Employer contribution / active EE | $2,898 | $3,121-7.1% | $2,357+23.0% | $4,839-40.1% |
| Participant deferral / active EE | $5,070 | $4,617+9.8% | $3,849+31.7% | $6,342-20.1% |
| Admin fee / account holder | $92 | $8,069-98.9% | $6,182-98.5% | $12,315-99.3% |