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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 | $15,438 | $115,814-86.7% | $101,275-84.8% | $158,982-90.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 25.23% | 56.16%-30.9pp | 46.48%-21.3pp | 302.99%-277.8pp |
| Employer contribution / active EE | $2,046 | $4,176-51.0% | $3,660-44.1% | $4,763-57.0% |
| Participant deferral / active EE | $3,498 | $4,958-29.5% | $4,371-20.0% | $5,983-41.5% |
| Admin fee / account holder | $138 | $7,249-98.1% | $5,948-97.7% | $11,252-98.8% |