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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 | $14,335 | $91,537-84.3% | $130,045-89.0% | $75,173-80.9% |
| Participation rate | 89.7% | 71.5%+18.2pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 21.09% | -631.55%+652.6pp | -137.30%+158.4pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,452 | $2,845-49.0% | $4,321-66.4% | $2,671-45.6% |
| Participant deferral / active EE | $3,078 | $4,343-29.1% | $5,820-47.1% | $4,126-25.4% |
| Admin fee / account holder | $192 | $6,780-97.2% | $10,600-98.2% | $5,651-96.6% |