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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 | $13,420 | $99,652-86.5% | $78,778-83.0% | $147,586-90.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 27.03% | 47.28%-20.2pp | 35.62%-8.6pp | 578.59%-551.6pp |
| Employer contribution / active EE | $1,719 | $2,796-38.5% | $1,986-13.4% | $4,876-64.7% |
| Participant deferral / active EE | $5,075 | $3,664+38.5% | $2,958+71.5% | $5,439-6.7% |
| Admin fee / account holder | $50 | $7,155-99.3% | $5,134-99.0% | $10,886-99.5% |