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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 | $14,354 | $106,918-86.6% | $84,021-82.9% | $152,897-90.6% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 27.29% | 105.01%-77.7pp | 71.32%-44.0pp | 345.43%-318.1pp |
| Employer contribution / active EE | $943 | $2,735-65.5% | $1,984-52.5% | $4,764-80.2% |
| Participant deferral / active EE | $3,258 | $4,012-18.8% | $3,239+0.6% | $5,851-44.3% |
| Admin fee / account holder | $91 | $8,288-98.9% | $6,102-98.5% | $11,599-99.2% |