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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 | $22,095 | $162,812-86.4% | $133,971-83.5% | $158,966-86.1% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 17.35% | 41.94%-24.6pp | 45.09%-27.7pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,861 | $4,976-62.6% | $3,919-52.5% | $4,762-60.9% |
| Participant deferral / active EE | $3,699 | $5,910-37.4% | $5,047-26.7% | $5,983-38.2% |
| Admin fee / account holder | $4 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |