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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 | $11,518 | $102,638-88.8% | $81,991-86.0% | $158,966-92.8% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.3%+24.9pp | 82.0%+12.2pp |
| Annual return | 61.74% | 61.05%+0.7pp | 41.31%+20.4pp | 302.95%-241.2pp |
| Employer contribution / active EE | $1,558 | $3,241-51.9% | $2,498-37.6% | $4,762-67.3% |
| Participant deferral / active EE | $3,386 | $4,649-27.2% | $3,722-9.0% | $5,983-43.4% |
| Admin fee / account holder | $146 | $8,237-98.2% | $5,665-97.4% | $11,250-98.7% |