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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 | $18,923 | $106,923-82.3% | $84,023-77.5% | $152,909-87.6% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 55.21% | 105.02%-49.8pp | 71.32%-16.1pp | 345.46%-290.3pp |
| Employer contribution / active EE | $3,887 | $2,735+42.1% | $1,984+95.9% | $4,764-18.4% |
| Participant deferral / active EE | $3,839 | $4,013-4.3% | $3,239+18.5% | $5,851-34.4% |
| Admin fee / account holder | $64 | $8,289-99.2% | $6,102-98.9% | $11,601-99.4% |